Plan Ledger DOL Form 5500 · updated monthly

Amerlux, LLC401(k)

AMERLUX EMPLOYEE SAVINGS PLAN · OAKLAND, NJ · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Amerlux, LLC reported $53,211 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $2,667 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 rose from 0.25% to 0.30%. 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 the 1,108th-largest of 2,419 plans among New Jersey employers on file, and the 6,198th of 13,661 in manufacturing. In 2024, employees put in $2.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,645,428
Participants with balances197
Active participants156
Employer contributions$416,109
Employee contributions$839,920
Employer contribution per active participant$2,667
Average account balance$94,647
Benefits paid to participants$2,417,737
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.6M · 197 accts · $416K emplr
2023$17.4M · 204 accts · $431K emplr
2022$15.9M · 209 accts · $383K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,048
Investment management$37,163
Total administrative$53,211
The Amerlux, LLC 401(k) match · 2024
Employer contribution per active participant$2,667
Median for plans this size$2,416
2024$2,667 per active participant
2023$2,614 per active participant
2022$2,240 per active participant

Amerlux, LLC's 2024 employer contribution ran above 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 · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$33,075
EMPOWER ADVISORY GROUP, LLC · Investment management$4,088

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

Administrative cost history3
2024$53,211 · 0.30%
2023$47,636 · 0.29%
2022$45,014 · 0.25%
Same employer
Similar plansManufacturing · New Jersey
Diversified Global Graphics NJ$20.2M · 0.29%
Ungerer & Company NJ$19.5M · 0.20%
Annin & Co NJ$19.2M · 0.05%
Resintech, Inc. NJ$18.4M · 0.35%
Trodat USA, Inc. NJ$18.1M · 0.03%
Johnson & Towers, Inc. NJ$18.0M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223770495 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.