Plan Ledger DOL Form 5500 · updated monthly

Caduceus, Inc.401(k)

CADUCEUS 401(K) PLAN · JERSEY CITY, NJ · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Caduceus, Inc. reported $20,937 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $1,379 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 0.77% to 0.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in New Jersey (1,887th of 2,419), and 1,456th of 2,534 in administrative & support services. In 2024, employees put in $1.95 for every $1.00 the employer contributed; active participation has grown from 227 to 252 since 2022.

Plan summary
Net assets, end of year$4,858,074
Participants with balances230
Active participants252
Employer contributions$347,450
Employee contributions$676,048
Employer contribution per active participant$1,379
Average account balance$21,122
Benefits paid to participants$467,104
Plan auditUnmodified (clean) audit opinion
AuditorROSS ROSENTHAL AND CO
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 230 accts · $347K emplr
2023$3.8M · 221 accts · $324K emplr
2022$3.0M · 243 accts · $347K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,775
Investment management$13,162
Total administrative$20,937
The Caduceus, Inc. 401(k) match · 2024
Employer contribution per active participant$1,379
Median for plans this size$1,313
2024$1,379 per active participant
2023$1,672 per active participant
2022$1,529 per active participant

Caduceus, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$11,464
FIDUCIARY PLAN PARTNERS, LLC · Recordkeeping · Trustee$9,473

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

Recordkeeper by year2
2024ADP, FIDUCIARY PLAN PARTNERS, LLC
2023ADP, FIDUCIARY PLAN PARTNERS, LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$20,937 · 0.48%
2023$22,285 · 0.66%
2022$22,028 · 0.77%
Same employer
Similar plansAdministrative & Support Services · New Jersey
Solix, Inc. NJ$6.0M · 0.05%
Mrs Bpo, LLC NJ$5.2M · 0.59%
Nutra-Med Packaging, LLC NJ$4.5M · 1.22%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 223475067 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.