Plan Ledger DOL Form 5500 · updated monthly

Innogy E-Mobility US401(k)

INNOGY E-MOBILITY US 401K PROFIT SHARING PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Innogy E-Mobility US reported $55,381 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. Employer contributions averaged $4,182 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 0.62% to 0.66%. 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 (5,711th of 9,483), and 9,190th of 13,661 in manufacturing. In 2024, employees put in $2.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,082,541
Participants with balances141
Active participants101
Employer contributions$422,416
Employee contributions$1,025,677
Employer contribution per active participant$4,182
Average account balance$64,415
Benefits paid to participants$902,637
Plan auditUnmodified (clean) audit opinion
AuditorALMICH & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$9.1M · 141 accts · $422K emplr
2023$7.6M · 144 accts · $424K emplr
2022$5.3M · 128 accts · $361K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,662
Investment management$51,719
Total administrative$55,381
The Innogy E-Mobility US 401(k) match · 2024
Employer contribution per active participant$4,182
Median for plans this size$1,313
2024$4,182 per active participant
2023$3,749 per active participant
2022$3,378 per active participant

Innogy E-Mobility US'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 · 20244
SOVRAN ADVISORS, LLC · Recordkeeping · Trustee$30,758
ADP, INC. · Loan processing · Recordkeeping$15,973
MML INVESTORS SERVICES, INC. · Recordkeeping · Trustee$8,648
ADP BROKER-DEALERindirect comp

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, MML INVESTORS SERVICES, INC., SOVRAN ADVISORS, LLC
2023ADP, MML INVESTORS SERVICES, INC.

This plan has changed recordkeepers within these filings. If you left Innogy E-Mobility US before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$55,381 · 0.66%
2023$39,115 · 0.60%
2022$32,566 · 0.62%
Similar plansManufacturing · California
Cakebread Cellars, Inc. CA$9.2M · 0.09%
Neptune Medical CA$9.2M · 0.10%
Tricida, Inc. CA$9.2M · 0.05%
Earlens Corporation CA$9.1M · 0.02%
Rocket Lab USA Inc. CA$9.0M · 0.78%
Khuu's Inc. CA$9.0M · 0.01%
Health-Ade LLC CA$9.0M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352600716 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.