Plan Ledger DOL Form 5500 · updated monthly

Extended Service Corp.401(k)

EXTENDED SERVICE CORPORATION 401(K) PLAN · RICHMOND, VA · plan year 2024

Reported admin expense ratio · 2024
0.24%

Extended Service Corp. reported $38,724 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. 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 3 years on file its reported administrative ratio has held roughly steady near 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,095th-largest of 2,266 plans among Virginia employers on file, and the 1,716th of 5,215 in retail trade.

Plan summary
Net assets, end of year$17,001,224
Participants with balances229
Active participants362
Employer contributions—
Employee contributions$717,372
Employer contribution per active participant—
Average account balance$74,241
Benefits paid to participants$1,363,445
Plan auditUnmodified (clean) audit opinion
AuditorKEITER
Plan history3
Yearassets · accounts · employer contribution
2024$17.0M · 229 accts
2023$15.1M · 232 accts
2022$14.6M · 249 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,829
Total administrative$38,724
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
ASCENSUS LLC · Loan processing · Recordkeeping$25,829
OSAIC WEALTH · Investment advisory (plan)$12,895

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$38,724 · 0.24%
2023$48,833 · 0.33%
2022$39,340 · 0.25%
Similar plansRetail Trade · Virginia
Fink's Jewelers, Inc. VA$19.0M · 0.34%
Beach Ford, Inc. VA$18.6M · 0.28%
Radley Imports Incorporated VA$17.2M · 0.55%
Berglund Management Group VA$16.8M · 0.60%
Pohanka Oldsmobile Gmc VA$16.0M · 0.41%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 541231849 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.