Plan Ledger DOL Form 5500 · updated monthly

Conner Strong & Buckelew Companies, LLC401(k)

CONNER STRONG & BUCKELEW COMPANIES, LLC 401(K) PLAN · CAMDEN, NJ · plan year 2022

Reported admin expense ratio · 2022
0.15%

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

Conner Strong & Buckelew Companies, LLC reported $117,097 in plan administrative expenses for 2022: 0.15% of average plan assets, above the peer median. Employer contributions averaged $3,172 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 1 year on file its reported administrative ratio rose from 0.15% to 0.53%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other finance & insurance employers. By assets it is the 455th-largest of 2,419 plans among New Jersey employers on file, and the 1,276th of 4,798 in finance & insurance. In 2022, employees put in $3.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$71,788,860
Participants with balances582
Active participants473
Employer contributions$1,500,280
Employee contributions$4,570,594
Employer contribution per active participant$3,172
Average account balance$123,349
Benefits paid to participants$3,111,676
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$41K · 5 accts
2022$71.8M · 582 accts · $1.5M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$69,265
Investment management$47,832
Total administrative$117,097
The Conner Strong & Buckelew Companies, LLC 401(k) match · 2022
Employer contribution per active participant$3,172
Median for plans this size$3,449

Conner Strong & Buckelew Companies, LLC's 2022 employer contribution ran below the $3,449 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$189,757 · 0.53%
2022$117,097 · 0.15%
Same employer
Similar plansFinance & Insurance · New Jersey
Kearny Bank NJ$73.3M · 0.07%
Harding Loevner LP NJ$62.0M · 0.02%
Connectone Bank NJ$59.6M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 210718159 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.