Plan Ledger DOL Form 5500 · updated monthly

Everett Graphics, Inc.401(k)

EVERETT GRAPHICS, INC. SALARY DEFERRAL & PROFIT SHARING PLAN · OAKLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Everett Graphics, Inc. reported $47,048 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $1,106 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 0.45% to 0.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (5,323rd of 9,483), and 8,576th of 13,661 in manufacturing. In 2024, employees put in $5.10 for every $1.00 the employer contributed; active participation has shrunk from 117 to 100 since 2022.

Plan summary
Net assets, end of year$10,467,679
Participants with balances116
Active participants100
Employer contributions$110,559
Employee contributions$563,433
Employer contribution per active participant$1,106
Average account balance$90,239
Benefits paid to participants$407,059
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 116 accts · $111K emplr
2023$9.1M · 122 accts · $110K emplr
2022$8.8M · 114 accts · $125K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,048
Total administrative$47,048
The Everett Graphics, Inc. 401(k) match · 2024
Employer contribution per active participant$1,106
Median for plans this size$1,313
2024$1,106 per active participant
2023$944 per active participant
2022$1,065 per active participant

Everett Graphics, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. 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 · 20245
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$47,047
OSAIC WEALTH, INC. · Investment advisory (plan)indirect comp
WOODBURY FINANCIAL SVCS · Investment advisory (plan)indirect comp
ATTEBERRY/SEARLE INC · Other servicesindirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$47,048 · 0.48%
2023$48,784 · 0.54%
2022$42,309 · 0.45%
Same employer
Similar plansManufacturing · California
Delphon Industries, LLC CA$10.6M · 0.48%
Valley Chrome Plating, Inc. CA$10.6M · 0.61%
Fisker Group Inc. CA$10.5M · 0.15%
Apricot Designs, Inc. CA$10.4M · 0.06%
Analytik Jena US LLC CA$10.4M · 0.01%
Aeye, Inc. CA$10.4M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943023942 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.