Plan Ledger DOL Form 5500 · updated monthly

Louise W. Eggleston Center, Inc.401(k)

EGGLESTON SPECIAL RETIREMENT PLAN · NORFOLK, VA · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Louise W. Eggleston Center, Inc. reported $18,655 in plan administrative expenses for 2024: 0.62% of average plan assets, above the peer median. Employer contributions averaged $493 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 fell from 0.66% to 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Virginia (1,989th of 2,266), and 10,496th of 11,654 in professional & technical services. In 2024, the employer put in $4.42 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$3,131,910
Participants with balances360
Active participants379
Employer contributions$186,887
Employee contributions$42,283
Employer contribution per active participant$493
Average account balance$8,700
Benefits paid to participants$290,941
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 360 accts · $187K emplr
2023$2.9M · 321 accts · $354K emplr
2022$2.3M · 320 accts · $216K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,920
Investment management$8,320
Total administrative$18,655
The Louise W. Eggleston Center, Inc. 401(k) match · 2024
Employer contribution per active participant$493
Median for plans this size$1,313
2024$493 per active participant
2023$1,050 per active participant
2022$620 per active participant

Louise W. Eggleston Center, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20242
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$900
SUNTRUST BANK · Investment advisory (participants)$8,320

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

Recordkeeper by year2
2024CAPITAL GROUP RETIREMENT PLAN SERVI, John Hancock
2023John Hancock

This plan has changed recordkeepers within these filings. If you left Louise W. Eggleston Center, Inc. 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$18,655 · 0.62%
2023$14,884 · 0.58%
2022$17,456 · 0.66%
All plans at this employer2
EGGLESTON SERVICES 401(K) PLAN401(k)
EGGLESTON SPECIAL RETIREMENT PLAN401(k)
Same employer
Similar plansProfessional & Technical Services · Virginia
Wall & Associates, Inc. VA$3.2M · 0.70%
Rividium VA$3.2M · 0.07%
Tuba Group, Inc VA$3.1M · 0.44%
Infomatics Corp. VA$3.0M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540602238 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.