Employers › Ezcorp
Recordkeeping fees per participant · Ezcorp, Inc. 401(k) Plan and Trust · plan year 2024
$42.67
Higher than 31% of the 5,847 plans $50 to 250M that report it.
= $176,952 / 4,147
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015190504NAL0005439857001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015190504NAL0005439857001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Administrative expenses excluding investment management, per participant
$54.00
Higher than 27% of the 8,758 plans $50 to 250M that report it.
= $223,943 / 4,147
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015190504NAL0005439857001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015190504NAL0005439857001, received 2025-10-15
Administrative expenses per participant
$71.02
Higher than 24% of the 9,042 plans $50 to 250M that report it.
= $294,502 / 4,147
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015190504NAL0005439857001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015190504NAL0005439857001, received 2025-10-15
Administrative expenses as a share of assets
0.562%
Higher than 98% of the 9,049 plans $50 to 250M that report it.
= $294,502 / $52,359,765
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015190504NAL0005439857001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015190504NAL0005439857001, received 2025-10-15
Employer contributions per participant
$313
Higher than 2% of the 9,105 plans $50 to 250M that report it.
= $1,296,385 / 4,147
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015190504NAL0005439857001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015190504NAL0005439857001, received 2025-10-15
Employer share of total contributions
15.9%
Higher than 10% of the 9,112 plans $50 to 250M that report it.
= $1,296,385 / $8,168,860
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015190504NAL0005439857001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015190504NAL0005439857001, received 2025-10-15
Employer match
“Subject to statutory limits of the IRS, this plan allows participants to have pre-tax amounts withheld from their pay and provides for a discretionary employer matching contribution (historically, 25% up to 6% of salary).”
Form 10-K filed 2025-11-13, for the year ended 2025-09-30 · benefits note, 10-K benefits note · source document
Vesting
“A participant vests in the matching contributions over the first three years of service, provided the hours worked requirement is met.”
Form 10-K filed 2025-11-13, for the year ended 2025-09-30 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-09-30. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2H partially participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015190504NAL0005439857001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | EZCORP, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Plan name | EZCORP, INC. 401(K) PLAN AND TRUST | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Sponsor EIN / plan number | 74-2540145 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Sponsor location | ROLLINGWOOD, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Industry (business code) | 453310, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Participants, beginning of year | 4,114 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Active participants | 3,366 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Participants, end of year | 4,511 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Participants with an account balance | 4,147 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Total assets, beginning of year | $46,324,700 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Total assets, end of year | $52,359,765 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Net assets, end of year | $52,359,765 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Total income | $13,836,418 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Net income | $6,035,065 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Employer contributions | $1,296,385 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Participant contributions | $6,565,578 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $306,897 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Total contributions | $8,168,860 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Benefit payments | $7,424,004 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $7,801,353 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Total administrative expenses | $294,502 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Contract administrator fees | $46,166 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Recordkeeping fees | $176,952 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Investment advisory and management fees | $70,559 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Administrative expenses excluding investment management | $223,943 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Held in mutual funds | $5,828,306 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015190504NAL0005439857001, received 2025-10-15 |
| Independent auditor | ARMANINO LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015190504NAL0005439857001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015190504NAL0005439857001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANYrecordkeeper | RECORDKEEPER | 13 Contract administrator; 50 Direct payment from the plan; 15 Recordkeeping and information management; 64 Recordkeeping fees; 37 Participant loan processing | $223,118 | yes |
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $70,559 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015190504NAL0005439857001, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $46,324,700 | $52,359,765 | 13.0% |
| Participants with a balance | 3,858 | 4,147 | 7.5% |
| Administrative expenses | $299,842 | $294,502 | -1.8% |
| Recordkeeping fees per participant | not reported | $42.67 | |
| Employer contributions | $1,158,990 | $1,296,385 | 11.9% |
Prior filing 20241015182859NAL0057675938001, received 2024-10-15; the plan years are contiguous.
Sponsor name as filed: EZCORP, INC.; SEC registrant: EZCORP INC (CIK 876523, matched by EIN; display name from the Form 10-K cover).