Plan Ledger DOL Form 5500 · updated monthly

Axtria Inc401(k)

AXTRIA INC. 401K PLAN · BERKELEY HEIGHTS, NJ · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Axtria Inc reported $100,407 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $4,504 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 0.23%. 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 the 571st-largest of 2,419 plans among New Jersey employers on file, and the 2,743rd of 11,654 in professional & technical services. In 2024, employees put in $2.09 for every $1.00 the employer contributed; active participation has grown from 586 to 678 since 2022.

Plan summary
Net assets, end of year$50,485,787
Participants with balances680
Active participants678
Employer contributions$3,053,956
Employee contributions$6,370,732
Employer contribution per active participant$4,504
Average account balance$74,244
Benefits paid to participants$4,231,668
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$50.5M · 680 accts · $3.1M emplr
2023$38.2M · 655 accts · $2.6M emplr
2022$25.3M · 527 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$93,097
Investment management$6,560
Total administrative$100,407
The Axtria Inc 401(k) match · 2024
Employer contribution per active participant$4,504
Median for plans this size$2,416
2024$4,504 per active participant
2023$3,490 per active participant
2022$3,435 per active participant

Axtria Inc's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
METZ AND ASSOCIATES PLLC$5,375
MORNINGSTAR · Investment advisory (plan)indirect comp

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$100,407 · 0.23%
2023$74,000 · 0.23%
2022$61,004 · 0.24%
Same employer
Similar plansProfessional & Technical Services · New Jersey
Datacor, Inc. NJ$51.7M · 0.31%
York Telecom Corporation NJ$50.5M · 0.01%
Composecure, LLC NJ$48.1M · 0.11%
Benecard Services, Inc. NJ$46.7M · 0.30%
Rcg Global Services, Inc. NJ$46.3M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271142668 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.