Plan Ledger DOL Form 5500 · updated monthly

Association Headquarters, Inc.401(k)

ASSOCIATION HEADQUARTERS, INC. 401(K) PROFIT SHARING PLAN · MT. LAUREL, NJ · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Association Headquarters, Inc. reported $66,561 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,182 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 3 years on file its reported administrative ratio has held roughly steady near 0.54%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New Jersey (1,340th of 2,419), and 7,066th of 11,654 in professional & technical services. In 2024, employees put in $5.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,109,852
Participants with balances219
Active participants154
Employer contributions$181,988
Employee contributions$931,213
Employer contribution per active participant$1,182
Average account balance$59,862
Benefits paid to participants$1,306,790
Plan auditUnmodified (clean) audit opinion
AuditorJUMP, PERRY AND COMPANY, LLP
Plan history2
Yearassets · accounts · employer contribution
2024$13.1M · 219 accts · $182K emplr
2022$9.4M · 198 accts · $184K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,362
Investment management$28,932
Total administrative$66,561
The Association Headquarters, Inc. 401(k) match · 2024
Employer contribution per active participant$1,182
Median for plans this size$2,416
2024$1,182 per active participant
2022$1,259 per active participant

Association Headquarters, 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$30,362
HYPERION PARTNERS LLC · Investment advisory (plan)$28,932
THE MANDMARBLESTONE GROUP LLC · Consulting$7,267

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$66,561 · 0.54%
2022$58,003 · 0.56%
Same employer
Similar plansProfessional & Technical Services · New Jersey
Semperis Technologies Inc NJ$13.5M · 0.26%
Thea Enterprises LLC NJ$13.3M · 0.39%
Iris Software Inc. NJ$13.2M · 0.25%
Advisors Mortgage Group NJ$13.1M · 0.15%
Marlabs, Inc NJ$13.0M · 0.46%
Kashiv Biosciences, LLC NJ$12.9M · 0.69%
Allstate Sales Group Inc NJ$12.6M · 1.23%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 222221776 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.