Plan Ledger DOL Form 5500 · updated monthly

Eugenus, Inc.401(k)

EUGENUS 401(K) PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Eugenus, Inc. reported $34,673 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $5,430 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 1 year on file its reported administrative ratio rose from 0.15% to 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 3,485th-largest of 9,483 plans among California employers on file, and the 5,709th of 13,661 in manufacturing. In 2024, employees put in $3.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,229,065
Participants with balances124
Active participants68
Employer contributions$369,244
Employee contributions$1,259,187
Employer contribution per active participant$5,430
Average account balance$171,202
Benefits paid to participants$160,849
Plan auditUnmodified (clean) audit opinion
AuditorPW PARTNERS,LLC
Plan history2
Yearassets · accounts · employer contribution
2024$21.2M · 124 accts · $369K emplr
2023$17.4M · 120 accts · $387K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,924
Investment management$15,024
Audit (IQPA)$5,725
Total administrative$34,673
The Eugenus, Inc. 401(k) match · 2024
Employer contribution per active participant$5,430
Median for plans this size$2,416
2024$5,430 per active participant
2023$5,445 per active participant

Eugenus, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$15,024
PW PARTNERS LLC · Accounting / audit$5,725

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

Administrative cost history2
2024$34,673 · 0.18%
2023$23,311 · 0.15%
Similar plansManufacturing · California
Orco Block & Hardscape CA$21.4M · 0.30%
Suss Microtec, Inc. CA$21.4M · 0.25%
Sight Sciences, Inc. CA$21.3M · 0.30%
Harris Ranch Beef Company CA$21.2M · 0.18%
Faraday and Future CA$21.2M · 0.33%
Quinstar Technology, Inc. CA$21.0M · 0.01%
Tower Industries, Inc. CA$20.9M · 0.20%
Asc Process System, Inc. CA$20.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900440060 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.