Plan Ledger DOL Form 5500 · updated monthly

Alden Leeds, Inc.401(k)

EPSTEIN AFFILIATED COMPANIES 401(K) PENSION PLAN · KEARNY, NJ · plan year 2023

Reported admin expense ratio · 2023
0.58%

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

Alden Leeds, Inc. reported $78,710 in plan administrative expenses for 2023: 0.58% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,529 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 1.02% to 0.87%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in New Jersey (1,278th of 2,419), and 2,419th of 4,246 in wholesale trade. In 2023, the employer put in $2.69 for every $1.00 employees contributed themselves; active participation has grown from 134 to 206 since 2022.

Plan summary
Net assets, end of year$14,438,089
Participants with balances200
Active participants206
Employer contributions$314,980
Employee contributions$116,979
Employer contribution per active participant$1,529
Average account balance$72,190
Benefits paid to participants$990,958
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 200 accts · $586K emplr
2023$14.4M · 200 accts · $315K emplr
2022$12.9M · 174 accts · $229K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$46,679
Investment management$32,031
Total administrative$78,710
The Alden Leeds, Inc. 401(k) match · 2023
Employer contribution per active participant$1,529
Median for plans this size$2,440
2024$4,159 per active participant
2023$1,529 per active participant
2022$1,707 per active participant

Alden Leeds, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ABAR RETIREMENT PLAN SERVICES LLC · Recordkeeping$46,679
CHARLES SCHWAB & CO., INC. · Custodial (securities)$32,031

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

Recordkeeper by year2
2024ABAR RETIREMENT PLAN SERVICES LLC
2023ABAR RETIREMENT PLAN SERVICES LLC

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

Administrative cost history3
2024$106,886 · 0.87%
2023$78,710 · 0.58%
2022$149,535 · 1.02%
Similar plansWholesale Trade · New Jersey
Crp Industries, Inc. NJ$15.0M · 0.00%
Gma Accessories Inc. NJ$14.6M · 0.65%
Rugsusa, LLC NJ$14.5M · 0.36%
Tharanco Group, Inc. NJ$14.1M · 0.45%
Alice and Olivia, LLC NJ$13.6M · 0.69%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 221683651 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.