Plan Ledger DOL Form 5500 · updated monthly

Advanced Digital Data, Inc.401(k)

ADVANCED DIGITAL DATA INC. EMPLOYEE SAVINGS PLAN · FLANDERS, NJ · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Advanced Digital Data, Inc. reported $37,691 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $742 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 0.21% to 0.13%. 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 the 793rd-largest of 2,419 plans among New Jersey employers on file, and the 3,941st of 11,654 in professional & technical services. In 2024, employees put in $11.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,201,623
Participants with balances116
Active participants131
Employer contributions$97,163
Employee contributions$1,157,085
Employer contribution per active participant$742
Average account balance$277,600
Benefits paid to participants$319,663
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.2M · 116 accts · $97K emplr
2023$27.0M · 111 accts · $93K emplr
2022$22.8M · 107 accts · $90K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,802
Investment management$35,889
Total administrative$37,691
The Advanced Digital Data, Inc. 401(k) match · 2024
Employer contribution per active participant$742
Median for plans this size$2,416
2024$742 per active participant
2023$725 per active participant
2022$722 per active participant

Advanced Digital Data, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20244
KLSTLER-TIFFANY COMPANIES, LLC · Recordkeeping · Trustee$26,213
CREATIVE PLANNING HOLDCO, LLC · Recordkeeping · Trustee$9,676
ADP, INC. · Loan processing · Recordkeeping$1,802
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, CREATIVE PLANNING HOLDCO, LLC, KLSTLER-TIFFANY COMPANIES, LLC
2023ADP, KLSTLER-TIFFANY COMPANIES, LLC

This plan has changed recordkeepers within these filings. If you left Advanced Digital Data, 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$37,691 · 0.13%
2023$48,604 · 0.20%
2022$54,144 · 0.21%
Similar plansProfessional & Technical Services · New Jersey
Brillio, LLC NJ$32.8M · 0.16%
Cb Neptune Holdings LLC NJ$32.7M · 0.11%
Eos Accountants LLP NJ$32.5M · 0.17%
Xtivia, Inc. NJ$32.5M · 0.21%
Galaxy Systems, Inc. NJ$31.6M · 0.49%
Olympus Holdings, LLC NJ$31.6M · 0.05%
The Mercadien Group, LLC NJ$31.5M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 221995565 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.