Plan Ledger DOL Form 5500 · updated monthly

Appathon LLC401(k)

APPATHON LLC 401(K) PLAN · EDISON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Appathon LLC reported $893 in plan administrative expenses for 2024: 0.54% of average plan assets, below the peer median. Employer contributions averaged $160 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in New Jersey (2,355th of 2,419), and 2,582nd of 2,677 in transportation & warehousing. In 2024, employees put in $4.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$191,872
Participants with balances116
Active participants150
Employer contributions$24,036
Employee contributions$107,320
Employer contribution per active participant$160
Average account balance$1,654
Benefits paid to participants$100,975
Plan auditUnmodified (clean) audit opinion
AuditorSUNIL J, SHAH, CPA, PC
Administrative expenses, itemized · 2024
Investment management$893
Total administrative$893
The Appathon LLC 401(k) match · 2024
Employer contribution per active participant$160
Median for plans this size$540

Appathon LLC's 2024 employer contribution ran below the $540 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.

Administrative cost history1
2024$893 · 0.54%
Similar plansTransportation & Warehousing · New Jersey
Omni-Serv, LLC NJ$249K · 1.58%
Last Mile Deliveries LLC NJ$206K · 0.52%
Plutus Logistic Corp NJ$198K · 0.51%
Villani Bus Company, Inc. NJ$145K · 0.39%
Halls Fast Motor Freight NJ$87K · 0.24%
Regal Logistics NJ$76K · 0.04%
Cmap Industries, LLC NJ$51K · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475075715 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.