Plan Ledger DOL Form 5500 · updated monthly

Chw Group401(k)

CHW GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST · EDISON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.75%

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

Chw Group reported $39,598 in plan administrative expenses for 2024: 0.75% of average plan assets, above the peer median. Employer contributions averaged $965 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 1.22% to 0.75%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New Jersey (1,800th of 2,419), and 9,316th of 11,654 in professional & technical services. In 2024, employees put in $3.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,184,623
Participants with balances254
Active participants479
Employer contributions$462,341
Employee contributions$1,468,834
Employer contribution per active participant$965
Average account balance$24,349
Benefits paid to participants$855,259
Plan auditUnmodified (clean) audit opinion
AuditorCOWAN GUNTESKI & CO., P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$6.2M · 254 accts · $462K emplr
2023$4.4M · 224 accts · $404K emplr
2022$2.5M · 194 accts · $329K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,434
Investment management$13,304
Trustee / custodial$860
Total administrative$39,598
The Chw Group 401(k) match · 2024
Employer contribution per active participant$965
Median for plans this size$1,313
2024$965 per active participant
2023$827 per active participant
2022$719 per active participant

Chw Group's 2024 employer contribution ran below the $1,313 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 · 20242
PAYCHEX, INC. · Recordkeeping$22,918
PENSIONMARK SECURITIES, LLC · Investment advisory (participants)$12,239

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

Recordkeeper by year2
2024Paychex
2023PENSIONMARK SECURITIES, LLC, Paychex

This plan has changed recordkeepers within these filings. If you left Chw Group before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$39,598 · 0.75%
2023$31,874 · 0.92%
2022$23,574 · 1.22%
Same employer
Similar plansProfessional & Technical Services · New Jersey
Suburban Disposal Inc NJ$6.4M · 0.34%
Spruce Technology, Inc. NJ$6.1M · 0.65%
Cobblestone Systems Corp NJ$6.0M · 0.03%
Leading Pharma, LLC NJ$5.9M · 0.70%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 270255041 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.