Plan Ledger DOL Form 5500 · updated monthly

Chelten House Products, LLC401(k)

CHP 401(K) PLAN · SWEDESBORO, NJ · plan year 2024

Reported admin expense ratio · 2024
0.83%

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

Chelten House Products, LLC reported $69,522 in plan administrative expenses for 2024: 0.83% of average plan assets, above the peer median. Employer contributions averaged $530 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 1.06% to 0.83%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in New Jersey (1,572nd of 2,419), and 3,024th of 4,246 in wholesale trade. In 2024, employees put in $4.16 for every $1.00 the employer contributed; active participation has grown from 401 to 475 since 2022.

Plan summary
Net assets, end of year$9,229,485
Participants with balances211
Active participants475
Employer contributions$251,559
Employee contributions$1,046,481
Employer contribution per active participant$530
Average account balance$43,742
Benefits paid to participants$608,146
Plan auditUnmodified (clean) audit opinion
AuditorMGS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 211 accts · $252K emplr
2023$7.5M · 192 accts · $192K emplr
2022$6.5M · 192 accts · $236K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,061
Investment management$28,454
Audit (IQPA)$14,007
Total administrative$69,522
The Chelten House Products, LLC 401(k) match · 2024
Employer contribution per active participant$530
Median for plans this size$1,313
2024$530 per active participant
2023$484 per active participant
2022$589 per active participant

Chelten House Products, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,061
MML INVESTOR SERVICES LLC · Investment advisory (plan)$24,432
MGS LLP · Accounting / audit$14,007

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$69,522 · 0.83%
2023$61,914 · 0.88%
2022$71,894 · 1.06%
Same employer
Similar plansWholesale Trade · New Jersey
Team Beans LLC NJ$9.5M · 0.31%
Fgi Industries Inc. NJ$9.4M · 0.04%
Trish McEvoy LTD. NJ$9.1M · 0.10%
Leica Camera Inc. NJ$9.0M · 0.45%
Stauff Corporation NJ$8.9M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 854203125 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.