Plan Ledger DOL Form 5500 · updated monthly

Aetrex, Inc.401(k)

AETREX, INC. 401(K) PLAN · TEANECK, NJ · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Aetrex, Inc. reported $38,398 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $543 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 0.44% to 0.37%. 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 New Jersey (1,457th of 2,419), and 8,413th of 13,661 in manufacturing. In 2024, employees put in $8.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,877,244
Participants with balances122
Active participants142
Employer contributions$77,173
Employee contributions$632,733
Employer contribution per active participant$543
Average account balance$89,158
Benefits paid to participants$1,440,473
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.9M · 122 accts · $77K emplr
2023$10.1M · 123 accts · $75K emplr
2022$7.8M · 119 accts · $74K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,900
Investment management$22,498
Total administrative$38,398
The Aetrex, Inc. 401(k) match · 2024
Employer contribution per active participant$543
Median for plans this size$2,416
2024$543 per active participant
2023$489 per active participant
2022$520 per active participant

Aetrex, 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 · 20242
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$15,900
LPL FINANCIAL RPCP · Investment advisory (plan)$26,279

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$38,398 · 0.37%
2023$36,938 · 0.41%
2022$37,610 · 0.44%
Same employer
Similar plansManufacturing · New Jersey
Astor Chocolate Corp. NJ$11.7M · 0.26%
Hatteras Press, Inc. NJ$11.7M · 0.29%
Premio Foods, Inc. NJ$11.2M · 1.31%
Ames Rubber Corporation NJ$10.8M · 0.35%
Electronic Concepts, Inc. NJ$10.7M · 0.69%
Eos Energy Storage LLC NJ$10.6M · 1.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132643848 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.