Plan Ledger DOL Form 5500 · updated monthly

Ezoic, Inc.401(k)

EZOIC 401(K) PLAN · CARLSBAD, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Ezoic, Inc. reported $6,861 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,726 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 0.07% to 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (6,431st of 9,483), and 1,749th of 2,199 in information & media. In 2024, employees put in $3.06 for every $1.00 the employer contributed; active participation has shrunk from 219 to 80 since 2022.

Plan summary
Net assets, end of year$6,698,210
Participants with balances153
Active participants80
Employer contributions$298,085
Employee contributions$911,704
Employer contribution per active participant$3,726
Average account balance$43,779
Benefits paid to participants$1,525,322
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 153 accts · $298K emplr
2023$6.0M · 234 accts · $776K emplr
2022$4.3M · 292 accts · $408K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,850
Investment management$11
Total administrative$6,861
The Ezoic, Inc. 401(k) match · 2024
Employer contribution per active participant$3,726
Median for plans this size$1,313
2024$3,726 per active participant
2023$5,708 per active participant
2022$1,863 per active participant

Ezoic, Inc.'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 · 20241
JOHN HANCOCK · Recordkeeping · Loan processing$6,861

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$6,861 · 0.11%
2023$197,272 · 3.81%
2022$2,757 · 0.07%
Same employer
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Edi Health Group, Inc. CA$6.8M · 0.05%
Sonoma Media Investments CA$6.8M · 0.61%
Traliant Holdings, LLC CA$6.8M · 0.97%
Surfline Wavetrak, Inc. CA$6.7M · 0.05%
Goanimate, Inc. CA$6.7M · 0.04%
Trm Labs Inc. CA$6.7M · 0.23%
Quixote Studios, LLC CA$6.6M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273777136 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.