Plan Ledger DOL Form 5500 · updated monthly

Center for Family Guidance, P.C.401(k)

C.F.G. 401K PLAN · MARLTON, NJ · plan year 2023

Reported admin expense ratio · 2023
0.38%

Center for Family Guidance, P.C. reported $133,056 in plan administrative expenses for 2023: 0.38% of average plan assets, above the peer median. 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 0.11% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other other services employers. By assets it is the 699th-largest of 2,419 plans among New Jersey employers on file, and the 570th of 3,341 in other services.

Plan summary
Net assets, end of year$37,915,603
Participants with balances1,346
Active participants736
Employer contributions—
Employee contributions$3,294,746
Employer contribution per active participant—
Average account balance$28,169
Benefits paid to participants$3,399,686
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.4M · 718 accts · $253K emplr
2023$37.9M · 1,346 accts
2022$32.3M · 1,234 accts · $545K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$133,056
Total administrative$133,056
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ALERUS FINANCIAL, N.A. · Recordkeeping · Trustee (directed)$137,857

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

Recordkeeper by year2
2024Alerus
2023Alerus

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

Administrative cost history3
2024$102,657 · 0.32%
2023$133,056 · 0.38%
2022$39,264 · 0.11%
Same employer
Similar plansOther Services · New Jersey
Charles Komar & Sons, Inc. NJ$96.3M · 0.14%
Tenacre Foundation NJ$35.6M · 0.06%
Binsky & Snyder LLC NJ$26.5M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223500420 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.