Plan Ledger DOL Form 5500 · updated monthly

Capehart and Scatchard, P.A.401(k)

CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN · MT. LAUREL, NJ · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Capehart and Scatchard, P.A. reported $220 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,084 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 0.000% to 0.000%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 474th-largest of 2,419 plans among New Jersey employers on file, and the 2,105th of 11,654 in professional & technical services. In 2024, employees put in $1.48 for every $1.00 the employer contributed; active participation has grown from 150 to 170 since 2022.

Plan summary
Net assets, end of year$68,160,759
Participants with balances273
Active participants170
Employer contributions$1,034,271
Employee contributions$1,533,901
Employer contribution per active participant$6,084
Average account balance$249,673
Benefits paid to participants$4,194,892
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$68.2M · 273 accts · $1.0M emplr
2023$61.7M · 259 accts · $975K emplr
2022$52.6M · 250 accts · $671K emplr
The Capehart and Scatchard, P.A. 401(k) match · 2024
Employer contribution per active participant$6,084
Median for plans this size$3,635
2024$6,084 per active participant
2023$6,415 per active participant
2022$4,470 per active participant

Capehart and Scatchard, P.A.'s 2024 employer contribution ran above the $3,635 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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$410

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$220 · 0.00%
2023$260 · 0.00%
2022$240 · 0.00%
Same employer
Similar plansProfessional & Technical Services · New Jersey
Solix, Inc. NJ$69.2M
Leo Pharma Inc. NJ$68.2M · 0.17%
Attentive Mobile Inc. NJ$67.5M · 0.06%
Diagnostica Stago, Inc. NJ$66.8M · 0.09%
Legend Biotech USA, Inc. NJ$65.8M · 0.43%
Nb Ventures, Inc. NJ$63.2M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 221908951 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.