Plan Ledger DOL Form 5500 · updated monthly

Edmund Optics, Inc.401(k)

EDMUND OPTICS, INC. 401(K) SAVINGS RETIREMENT PLAN · BARRINGTON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Edmund Optics, Inc. reported $113,310 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $2,593 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 0.30% to 0.27%. 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 608th-largest of 2,419 plans among New Jersey employers on file, and the 3,387th of 13,661 in manufacturing. In 2024, employees put in $3.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$45,083,666
Participants with balances483
Active participants362
Employer contributions$938,668
Employee contributions$3,432,999
Employer contribution per active participant$2,593
Average account balance$93,341
Benefits paid to participants$4,189,269
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$45.1M · 483 accts · $939K emplr
2023$39.0M · 485 accts · $1.1M emplr
2022$30.4M · 473 accts · $854K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,183
Investment management$69,127
Total administrative$113,310
The Edmund Optics, Inc. 401(k) match · 2024
Employer contribution per active participant$2,593
Median for plans this size$2,416
2024$2,593 per active participant
2023$2,979 per active participant
2022$2,241 per active participant

Edmund Optics, 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 · 20244
FIDELITY WORKPLACE SERVICES LLC · Plan administrator · Trustee (discretionary)$44,183
ARKADIOSW · Investment advisory (participants)$39,114
OSAIC FA INC · Investment advisory (plan)$22,179
LPL FINANCIAL LLC · Investment advisory (plan)$7,834

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

Administrative cost history3
2024$113,310 · 0.27%
2023$121,829 · 0.35%
2022$97,997 · 0.30%
Same employer
Similar plansManufacturing · New Jersey
Sk Life Science, Inc. NJ$49.0M · 0.25%
Picut Industries, Inc. NJ$47.4M · 0.26%
Rose Brand Wipers, Inc. NJ$45.5M · 0.21%
Komline-Sanderson NJ$45.1M · 0.34%
Aak USA Inc NJ$44.3M · 0.38%
Weiss-Aug Co. Inc. NJ$43.4M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223684196 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.