Plan Ledger DOL Form 5500 · updated monthly

Veterans Ez Info, Inc.401(k)

VETSEZ 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Veterans Ez Info, Inc. reported $38,027 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $4,344 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 1.05% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (4,805th of 9,483), and 7,143rd of 11,654 in professional & technical services. In 2024, employees put in $2.12 for every $1.00 the employer contributed; active participation has grown from 198 to 243 since 2022.

Plan summary
Net assets, end of year$12,845,942
Participants with balances282
Active participants243
Employer contributions$1,055,610
Employee contributions$2,241,743
Employer contribution per active participant$4,344
Average account balance$45,553
Benefits paid to participants$499,745
Plan auditUnmodified (clean) audit opinion
AuditorBDG-CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$12.8M · 282 accts · $1.1M emplr
2023$7.8M · 235 accts · $837K emplr
2022$4.8M · 228 accts · $731K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,665
Investment management$28,362
Total administrative$38,027
The Veterans Ez Info, Inc. 401(k) match · 2024
Employer contribution per active participant$4,344
Median for plans this size$2,416
2024$4,344 per active participant
2023$3,255 per active participant
2022$3,694 per active participant

Veterans Ez Info, 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 · 20242
PCS RETIREMENT, LLC · Claims processing · Contract administrator$44,834
THE CAPITAL GROUP · Recordkeeping · Insurance services$28,362

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

Recordkeeper by year2
2024PCS Retirement, THE CAPITAL GROUP
2023PCS Retirement, THE CAPITAL GROUP

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

Administrative cost history3
2024$38,027 · 0.37%
2023$55,722 · 0.88%
2022$43,418 · 1.05%
Same employer
Similar plansProfessional & Technical Services · California
Ccof, Inc. CA$13.0M · 0.35%
Exadel, Inc. CA$12.9M · 0.04%
Neuralink Corp. CA$12.9M · 0.04%
Wiser Solutions, Inc. CA$12.9M · 0.29%
Grid Alternatives, Inc. CA$12.8M · 0.24%
Blytheco, Inc. CA$12.7M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455090104 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.