Plan Ledger DOL Form 5500 · updated monthly

Control Associates, Inc.ESOP

CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN · ALLENDALE, NJ · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Control Associates, Inc. reported $128,598 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $10,547 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 0.40% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 635th-largest of 2,419 plans among New Jersey employers on file, and the 966th of 4,246 in wholesale trade. active participation has grown from 106 to 151 since 2022.

Plan summary
Net assets, end of year$42,981,801
Participants with balances176
Active participants151
Employer contributions$1,592,576
Employee contributions—
Employer contribution per active participant$10,547
Average account balance$244,215
Benefits paid to participants$1,963,277
Plan auditUnmodified (clean) audit opinion
AuditorMICHAEL HALL, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$43.0M · 176 accts · $1.6M emplr
2023$33.8M · 162 accts · $1.4M emplr
2022$31.1M · 126 accts · $986K emplr
Administrative expenses, itemized · 2024
Investment management$117,756
Total administrative$128,598
Employer contributions to the Control Associates, Inc. plan · 2024
Employer contribution per active participant$10,547
Median for plans this size$2,416
2024$10,547 per active participant
2023$9,472 per active participant
2022$9,305 per active participant

Control Associates, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20241
UBS FINANCIAL SERVICES, INC. · Investment management$117,756

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$128,598 · 0.34%
2023$148,287 · 0.46%
2022$133,964 · 0.40%
All plans at this employer2
CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
CONTROL ASSOCIATES, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN401(k)
Same employer
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Glatt Air Techniques, Inc. NJ$43.5M · 0.12%
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Source: U.S. Department of Labor, Form 5500 series, EIN 221629238 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.