Plan Ledger DOL Form 5500 · updated monthly

Dwk Life Sciences LLC401(k)

DWK LIFE SCIENCES LLC 401(K) AND CAPITAL ACCUMULATION PLAN · MILLVILLE, NJ · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Dwk Life Sciences LLC reported $81,934 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $3,837 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 rose from 0.19% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 701st-largest of 2,419 plans among New Jersey employers on file, and the 3,854th of 13,661 in manufacturing. In 2024, employees put in $1.09 for every $1.00 the employer contributed; active participation has shrunk from 431 to 339 since 2022.

Plan summary
Net assets, end of year$37,595,304
Participants with balances595
Active participants339
Employer contributions$1,300,579
Employee contributions$1,421,355
Employer contribution per active participant$3,837
Average account balance$63,185
Benefits paid to participants$6,501,166
Plan auditUnmodified (clean) audit opinion
AuditorSCHNEIDER DOWNS & COMPANY INC.
Plan history3
Yearassets · accounts · employer contribution
2024$37.6M · 595 accts · $1.3M emplr
2023$36.8M · 692 accts · $1.7M emplr
2022$32.1M · 731 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,434
Investment management$42,500
Total administrative$81,934
The Dwk Life Sciences LLC 401(k) match · 2024
Employer contribution per active participant$3,837
Median for plans this size$2,416
2024$3,837 per active participant
2023$4,421 per active participant
2022$3,908 per active participant

Dwk Life Sciences LLC'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
ADP, INC. · Loan processing · Recordkeeping$39,434
MORGAN STANLEY GLOBAL BANKING OPERA · Recordkeeping · Trustee$21,250
MORGAN STANLEY SMITH BARNEY · Recordkeeping · Trustee$21,250

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, Morgan Stanley
2023ADP, Morgan Stanley

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

Administrative cost history3
2024$81,934 · 0.22%
2023$75,062 · 0.22%
2022$66,498 · 0.19%
Same employer
Similar plansManufacturing · New Jersey
Frazier Industrial Company NJ$40.1M · 0.02%
Micro Stamping Corporation NJ$39.9M · 0.13%
Congoleum Acquisition LLC NJ$39.0M · 0.07%
Teknion LLC NJ$38.5M · 0.38%
Troy Corporation NJ$37.1M · 0.24%
The Echo Design Group, Inc. NJ$36.1M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260164123 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.