Plan Ledger DOL Form 5500 · updated monthly

Catelli Brothers, Inc.401(k)

CATELLI BROTHERS, INC. 401(K) PLAN · COLLINGSWOOD, NJ · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Catelli Brothers, Inc. reported $72,801 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,958 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 0.71% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in New Jersey (1,226th of 2,419), and 6,959th of 13,661 in manufacturing. In 2024, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,473,300
Participants with balances234
Active participants238
Employer contributions$466,046
Employee contributions$856,683
Employer contribution per active participant$1,958
Average account balance$66,125
Benefits paid to participants$2,173,622
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.5M · 234 accts · $466K emplr
2023$14.3M · 216 accts · $412K emplr
2022$11.8M · 235 accts · $364K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,466
Investment management$54,335
Total administrative$72,801
The Catelli Brothers, Inc. 401(k) match · 2024
Employer contribution per active participant$1,958
Median for plans this size$2,416
2024$1,958 per active participant
2023$2,031 per active participant
2022$1,634 per active participant

Catelli Brothers, 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 · 20243
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Trustee$54,334
ADP, INC. · Loan processing · Recordkeeping$18,466
ADP BROKER-DEALER · Other servicesindirect comp

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, GLOBAL RETIREMENT PARTNERS
2023ADP, GLOBAL RETIREMENT PARTNERS

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Administrative cost history3
2024$72,801 · 0.49%
2023$84,502 · 0.65%
2022$83,951 · 0.71%
All plans at this employer2
CATELLI BROTHERS, INC. 401(K) PLAN401(k)
CATELLI BROTHERS, INC. UNION 401(K) PLAN401(k)
Same employer
Similar plansManufacturing · New Jersey
McGrory Glass, Inc. NJ$15.9M · 0.01%
Alpha Associates, Inc. NJ$15.7M · 0.23%
Tahari LLC NJ$15.0M · 0.34%
Evs Metal NJ$15.0M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232175736 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.