Plan Ledger DOL Form 5500 · updated monthly

Annin & Co401(k)

ANNIN & CO 401(K) RETIREMENT PLAN · NEW PROVIDENCE, NJ · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Annin & Co reported $9,750 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $813 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 0.04% to 0.05%. 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 1,098th-largest of 2,419 plans among New Jersey employers on file, and the 6,077th of 13,661 in manufacturing. In 2024, employees put in $2.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,247,980
Participants with balances336
Active participants332
Employer contributions$269,791
Employee contributions$637,713
Employer contribution per active participant$813
Average account balance$57,286
Benefits paid to participants$2,874,805
Plan auditDisclaimer of opinion
AuditorJVA ACCOUNTANTS & ADVISORS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$19.2M · 336 accts · $270K emplr
2023$18.8M · 331 accts · $261K emplr
2022$17.4M · 347 accts · $257K emplr
The Annin & Co 401(k) match · 2024
Employer contribution per active participant$813
Median for plans this size$2,416
2024$813 per active participant
2023$772 per active participant
2022$753 per active participant

Annin & Co'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 · 202410
T ROWE PRICE RPS,INC. · Recordkeeping · Trustee$9,100
PIMCO · Investment managementindirect comp
FIDELITY · Investment managementindirect comp
OAKMARK · Investment managementindirect comp
LOOMIS-SAYLES NATIXIS · Investment managementindirect comp
JP MORGAN FUNDS · Investment managementindirect comp
MFS FUNDS · Investment managementindirect comp
BLACKROCK FUNDS · Investment managementindirect comp
FEDERATED FUNDS · Investment managementindirect comp
ROYCE FUNDS · Investment managementindirect 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
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$9,750 · 0.05%
2023$8,345 · 0.05%
2022$7,820 · 0.04%
Same employer
Similar plansManufacturing · New Jersey
Interchem Corporation NJ$20.7M · 0.64%
Diversified Global Graphics NJ$20.2M · 0.29%
Ungerer & Company NJ$19.5M · 0.20%
Amerlux, LLC NJ$18.6M · 0.30%
Resintech, Inc. NJ$18.4M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 221614662 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.