Plan Ledger DOL Form 5500 · updated monthly

Etison, LLC401(k)

ETISON, LLC 401(K) PLAN · EAGLE, ID · plan year 2024

Reported admin expense ratio · 2024
0.40%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Etison, LLC reported $29,274 in plan administrative expenses for 2024: 0.40% of average plan assets, below the peer median. Employer contributions averaged $4,068 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.34% to 0.40%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Idaho (193rd of 349), and 3,052nd of 5,215 in retail trade. In 2024, employees put in $1.68 for every $1.00 the employer contributed; active participation has shrunk from 188 to 131 since 2022.

Plan summary
Net assets, end of year$7,966,907
Participants with balances169
Active participants131
Employer contributions$532,935
Employee contributions$894,675
Employer contribution per active participant$4,068
Average account balance$47,141
Benefits paid to participants$957,168
Plan auditUnmodified (clean) audit opinion
AuditorCOOPER NORMAN
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 169 accts · $533K emplr
2023$6.6M · 179 accts · $556K emplr
2022$4.8M · 168 accts · $432K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,328
Investment management$24,946
Total administrative$29,274
The Etison, LLC 401(k) match · 2024
Employer contribution per active participant$4,068
Median for plans this size$1,313
2024$4,068 per active participant
2023$2,780 per active participant
2022$2,299 per active participant

Etison, LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
LPL FINANCIAL · Recordkeeping · Trustee$24,746
ADP, INC. · Loan processing · Recordkeeping$4,527

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, LPL Financial
2023ADP, LPL Financial

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$29,274 · 0.40%
2023$21,203 · 0.37%
2022$16,015 · 0.34%
Same employer
Similar plansRetail Trade · Idaho
Rogers Motors, Inc. ID$10.3M · 0.11%
Stinker Stores Inc. ID$10.1M · 0.16%
Zamzow's, Inc ID$7.7M · 0.24%
Dysons Inc. ID$6.9M · 0.21%
Chalfant Corporation ID$6.0M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465223108 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.