Plan Ledger DOL Form 5500 · updated monthly

Ashley Stewart, Inc.401(k)

ASHLEY STEWART, INC. 401(K) PLAN · SECAUCUS, NJ · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Ashley Stewart, Inc. reported $3,255 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.02% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New Jersey (1,454th of 2,419), and the 2,444th of 5,215 in retail trade. active participation has shrunk from 325 to 278 since 2022.

Plan summary
Net assets, end of year$10,990,308
Participants with balances183
Active participants278
Employer contributions$0
Employee contributions$480,389
Employer contribution per active participant$0
Average account balance$60,056
Benefits paid to participants$1,840,549
Plan auditUnmodified (clean) audit opinion
AuditorFGMK, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 183 accts
2023$10.7M · 193 accts · $189K emplr
2022$7.9M · 191 accts · $368K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,875
Total administrative$3,255
The Ashley Stewart, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416
2023$542 per active participant
2022$1,134 per active participant

Ashley Stewart, 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.

Administrative cost history3
2024$3,255 · 0.03%
2023$2,370 · 0.03%
2022$1,880 · 0.02%
Same employer
Similar plansRetail Trade · New Jersey
Stokes Healthcare, Inc. NJ$11.6M · 0.11%
A & M (2015) LLC NJ$11.4M · 1.16%
Nuts.com, Inc. NJ$11.2M · 0.62%
Misfits Market NJ$10.8M · 1.88%
Hsf Enterprises, Inc. NJ$10.6M · 0.41%
Mary-Lawrence Corp. NJ$10.3M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465275153 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.