Plan Ledger DOL Form 5500 · updated monthly

The Ergo Baby Carrier, Inc.401(k)

THE ERGO BABY 401(K) PLAN · CONCORD, CA · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

The Ergo Baby Carrier, Inc. reported $61,442 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $6,523 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 0.60% to 0.56%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (4,941st of 9,483), and 7,980th of 13,661 in manufacturing. In 2024, employees put in $1.46 for every $1.00 the employer contributed; active participation has grown from 84 to 93 since 2022.

Plan summary
Net assets, end of year$12,171,915
Participants with balances124
Active participants93
Employer contributions$606,596
Employee contributions$887,258
Employer contribution per active participant$6,523
Average account balance$98,161
Benefits paid to participants$451,268
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.2M · 124 accts · $607K emplr
2023$9.8M · 120 accts · $473K emplr
2022$7.7M · 123 accts · $434K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,988
Investment management$39,454
Total administrative$61,442
The The Ergo Baby Carrier, Inc. 401(k) match · 2024
Employer contribution per active participant$6,523
Median for plans this size$2,416
2024$6,523 per active participant
2023$5,634 per active participant
2022$5,162 per active participant

The Ergo Baby Carrier, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
MMA SECURITIES · Investment advisory (plan)$29,855
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$21,988
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,599

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$61,442 · 0.56%
2023$50,637 · 0.58%
2022$48,216 · 0.60%
Similar plansManufacturing · California
Intuity Medical, Inc. CA$12.3M · 0.03%
Aerometals, Inc. CA$12.2M · 0.09%
La Tortilla Factory CA$12.2M · 0.04%
Nalu Medical, Inc. CA$12.1M · 0.25%
Lemo USA, Inc. CA$12.1M · 0.19%
Steven Label LLC CA$12.1M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680581582 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.