Plan Ledger DOL Form 5500 · updated monthly

Asbury Carbons, Inc.401(k)

ASBURY CARBONS, INC. 401(K) SAVINGS PLAN · ASBURY, NJ · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Asbury Carbons, Inc. reported $70,528 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $7 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 fell from 0.36% to 0.25%. 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 864th-largest of 2,419 plans among New Jersey employers on file, and the 4,724th of 13,661 in manufacturing. In 2024, employees put in $530.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,112,324
Participants with balances261
Active participants251
Employer contributions$1,869
Employee contributions$991,302
Employer contribution per active participant$7
Average account balance$107,710
Benefits paid to participants$4,228,783
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.1M · 261 accts · $2K emplr
2023$27.6M · 265 accts · $254K emplr
2022$13.0M · 200 accts · $197K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,825
Investment management$52,703
Audit (IQPA)$14,000
Total administrative$70,528
The Asbury Carbons, Inc. 401(k) match · 2024
Employer contribution per active participant$7
Median for plans this size$2,416
2024$7 per active participant
2023$1,015 per active participant
2022$803 per active participant

Asbury Carbons, Inc.'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 · 20243
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$52,703
BAKER TILLY US, LLP · Accounting / audit$14,000

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$70,528 · 0.25%
2023$101,911 · 0.50%
2022$45,535 · 0.36%
All plans at this employer3
ASBURY CARBONS, INC. PROFIT SHARING PLANProfit-sharing plan
ASBURY CARBONS, INC. 401(K) SAVINGS PLAN401(k)
ASBURY CARBONS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Similar plansManufacturing · New Jersey
J-Star Research, Inc. NJ$28.7M · 0.02%
Upfield US Inc NJ$28.6M · 0.32%
Amarin Pharma Inc. NJ$28.5M · 0.41%
Siegfried (USA), LLC NJ$27.9M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 220744000 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.