Plan Ledger DOL Form 5500 · updated monthly

American Neighborhood Mortgage Acceptance Co., LLC401(k)

ANNIEMAC HOME MORTGAGE PLAN · MOUNT LAUREL, NJ · plan year 2024

Reported admin expense ratio · 2024
0.43%

American Neighborhood Mortgage Acceptance Co., LLC reported $146,654 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. 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 0.71% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 726th-largest of 2,419 plans among New Jersey employers on file, and the 2,144th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$35,650,575
Participants with balances899
Active participants777
Employer contributions—
Employee contributions$3,772,182
Employer contribution per active participant—
Average account balance$39,656
Benefits paid to participants$6,722,293
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITH&BROWN, PC
Plan history3
Yearassets · accounts · employer contribution
2024$35.7M · 899 accts
2023$32.7M · 1,325 accts
2022$29.6M · 1,402 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,134
Investment management$47,160
Audit (IQPA)$22,360
Total administrative$146,654
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
JOHN HANCOCK · Recordkeeping · Loan processing$77,375
SAIPH CAPITAL, LLC · Investment advisory (plan)$46,919
WITHUMSMITH&BROWN, PC · Accounting / audit$22,360

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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Administrative cost history3
2024$146,654 · 0.43%
2023$156,506 · 0.50%
2022$204,493 · 0.71%
Same employer
Similar plansFinance & Insurance · New Jersey
Sturdy Savings Bank NJ$36.7M · 0.18%
Jimcor Agency, Inc NJ$33.3M · 0.38%
First Bank NJ$27.8M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272389039 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.