Plan Ledger DOL Form 5500 · updated monthly

Aaa South Jersey, Inc.401(k)

AAA SOUTH JERSEY 401(K) PROFIT SHARING PLAN · VOORHEES, NJ · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Aaa South Jersey, Inc. reported $2,528 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,058 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 0.06% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in New Jersey (1,413th of 2,419), and the 1,052nd of 2,677 in transportation & warehousing. In 2024, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,814,181
Participants with balances137
Active participants114
Employer contributions$234,585
Employee contributions$451,739
Employer contribution per active participant$2,058
Average account balance$86,235
Benefits paid to participants$995,192
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.8M · 137 accts · $235K emplr
2023$10.8M · 148 accts · $210K emplr
2022$8.9M · 134 accts · $158K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,528
Total administrative$2,528
The Aaa South Jersey, Inc. 401(k) match · 2024
Employer contribution per active participant$2,058
Median for plans this size$2,416
2024$2,058 per active participant
2023$1,873 per active participant
2022$1,461 per active participant

Aaa South Jersey, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20241
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$1,574

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

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Aaa South Jersey, 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$2,528 · 0.02%
2023$2,637 · 0.03%
2022$6,341 · 0.06%
Same employer
Similar plansTransportation & Warehousing · New Jersey
Samuel Coraluzzo Co., Inc. NJ$12.5M · 0.85%
Crown Pacific, Inc. NJ$10.5M · 0.48%
Lx Pantos USA, Inc. NJ$10.5M · 0.24%
Lx Pantos USA, Inc. NJ$10.5M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 210399840 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.