Plan Ledger DOL Form 5500 · updated monthly

Baxley Inc.401(k)

SCARI ORGANIZATION MCDONALDS FRANCHISES 401(K) PLAN · HACKETTSTOWN, NJ · plan year 2022

Reported admin expense ratio · 2022
0.24%

Baxley Inc. reported $91 in plan administrative expenses for 2022: 0.24% of average plan assets, lower than ~75% of peers. 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 4,041 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in New Jersey (2,395th of 2,419), and 2,188th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$37,589
Participants with balances29
Active participants244
Employer contributions—
Employee contributions$39,780
Employer contribution per active participant—
Average account balance$1,296
Benefits paid to participants$401
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$91
Total administrative$91
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$91 · 0.24%
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Take Home the Bread LLC NJ$80K · 0.46%
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Whm Carib, LLC NJ$8K · 1.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223440875 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.