Plan Ledger DOL Form 5500 · updated monthly

Currie & Brown, Inc.401(k)

CURRIE & BROWN, INC. 401K PLAN · PRINCETON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Currie & Brown, Inc. reported $50,919 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $3,225 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 0.31% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,060th-largest of 2,419 plans among New Jersey employers on file, and the 1,975th of 5,337 in construction. In 2024, employees put in $2.98 for every $1.00 the employer contributed; active participation has grown from 204 to 267 since 2022.

Plan summary
Net assets, end of year$20,735,694
Participants with balances302
Active participants267
Employer contributions$861,097
Employee contributions$2,567,160
Employer contribution per active participant$3,225
Average account balance$68,661
Benefits paid to participants$1,544,937
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.7M · 302 accts · $861K emplr
2023$15.9M · 275 accts · $811K emplr
2022$11.5M · 235 accts · $604K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,343
Investment management$44,576
Total administrative$50,919
The Currie & Brown, Inc. 401(k) match · 2024
Employer contribution per active participant$3,225
Median for plans this size$2,416
2024$3,225 per active participant
2023$3,295 per active participant
2022$2,962 per active participant

Currie & Brown, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Trustee$44,576
ADP, INC. · Loan processing · Recordkeeping$6,342
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, GLOBAL RETIREMENT PARTNERS
2023ADP, GLOBAL RETIREMENT PARTNERS

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

Administrative cost history3
2024$50,919 · 0.28%
2023$35,736 · 0.26%
2022$36,128 · 0.31%
Similar plansConstruction · New Jersey
Earle Companies NJ$22.5M · 0.53%
A.C.S. & Sons, Inc. NJ$20.8M · 0.46%
Cca Construction, Inc. NJ$17.7M · 0.19%
Crisdel Group, Inc. NJ$16.6M · 1.26%
Cs Energy, LLC NJ$15.8M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133450905 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.