Plan Ledger DOL Form 5500 · updated monthly

Apotheco Pharmacy LLC401(k)

APOTHECO, LLC 401K PROFIT SHARING PLAN · SHORT HILLS, NJ · plan year 2024

Reported admin expense ratio · 2024
0.77%

Apotheco Pharmacy LLC reported $35,277 in plan administrative expenses for 2024: 0.77% 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 rose from 0.05% to 0.77%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New Jersey (1,858th of 2,419), and 3,696th of 5,215 in retail trade. active participation has grown from 317 to 422 since 2022.

Plan summary
Net assets, end of year$5,229,913
Participants with balances513
Active participants422
Employer contributions—
Employee contributions$1,332,197
Employer contribution per active participant—
Average account balance$10,195
Benefits paid to participants$558,754
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 513 accts
2023$3.9M · 423 accts
2022$2.0M · 161 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,481
Investment management$746
Total administrative$35,277
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 · 20241

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$35,277 · 0.77%
2023$11,527 · 0.39%
2022$953 · 0.05%
Same employer
Similar plansRetail Trade · New Jersey
Matt Blatt, Inc. NJ$6.1M · 0.62%
Mmpd Carst LLC NJ$6.0M · 0.10%
Lorenzo Food Group Inc NJ$5.9M · 0.68%
Artistic Tile, Inc. NJ$5.5M · 0.21%
Griffin & Howe Inc NJ$5.2M · 0.51%
Tilton Automotive, LLC NJ$5.2M · 0.38%
Custom Bandag, Inc. NJ$5.1M · 1.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833575923 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.