Plan Ledger DOL Form 5500 · updated monthly

Cam-Held Enterprises, Inc.401(k)

JUST KIDS 401(K) PLAN · MIDDLE ISLAND, NY · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Cam-Held Enterprises, Inc. reported $67,018 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $1,426 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 0.33% to 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in New York (2,898th of 5,648), and 1,782nd of 3,091 in educational services. In 2024, employees put in $1.31 for every $1.00 the employer contributed; active participation has grown from 593 to 670 since 2022.

Plan summary
Net assets, end of year$15,619,735
Participants with balances832
Active participants670
Employer contributions$955,402
Employee contributions$1,250,901
Employer contribution per active participant$1,426
Average account balance$18,774
Benefits paid to participants$2,543,821
Plan auditUnmodified (clean) audit opinion
AuditorCERINI & ASSOCIATES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.6M · 832 accts · $955K emplr
2023$14.2M · 659 accts · $362K emplr
2022$13.6M · 636 accts · $376K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$67,018
Total administrative$67,018
The Cam-Held Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$1,426
Median for plans this size$2,416
2024$1,426 per active participant
2023$570 per active participant
2022$633 per active participant

Cam-Held Enterprises, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20244
UNITED BENEFIT PENSIONS INC · Contract administrator$19,779
ROCKLINE WEALTH MANAGEMENT LLC · Investment advisory (plan)$16,500

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$67,018 · 0.45%
2023$76,590 · 0.55%
2022$43,875 · 0.33%
Same employer
Similar plansEducational Services · New York
Prep for Prep NY$15.3M · 0.06%
Classical Charter Schools NY$15.0M · 0.43%
New Leaders, Inc. NY$14.9M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112540679 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.