Plan Ledger DOL Form 5500 · updated monthly

Englert, Inc.401(k)

ENGLERT, INC. PROFIT SHARING PLAN & TRUST · PERTH AMBOY, NJ · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Englert, Inc. reported $56,879 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $573 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 3 years on file its reported administrative ratio has held roughly steady near 0.26%. 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 975th-largest of 2,419 plans among New Jersey employers on file, and the 5,348th of 13,661 in manufacturing. In 2024, employees put in $2.85 for every $1.00 the employer contributed; active participation has grown from 1,405 to 1,749 since 2022.

Plan summary
Net assets, end of year$23,512,923
Participants with balances879
Active participants1,749
Employer contributions$1,001,546
Employee contributions$2,853,466
Employer contribution per active participant$573
Average account balance$26,750
Benefits paid to participants$2,525,807
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.5M · 879 accts · $1.0M emplr
2023$19.5M · 947 accts · $17 emplr
2022$16.5M · 1,038 accts · $731K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,766
Investment management$9,803
Total administrative$56,879
The Englert, Inc. 401(k) match · 2024
Employer contribution per active participant$573
Median for plans this size$2,416
2024$573 per active participant
2023$0 per active participant
2022$520 per active participant

Englert, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$26,766
CAPITAL MANAGEMENT GROUP (CMG) · Consulting$20,310
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,803

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$56,879 · 0.26%
2023$37,193 · 0.21%
2022$48,126 · 0.28%
Same employer
Similar plansManufacturing · New Jersey
Hudson Technologies Company NJ$23.8M · 0.25%
Grt US Holding, Inc. NJ$23.7M · 0.56%
Strato, Inc. NJ$23.6M · 0.41%
Generant Company, Inc. NJ$23.5M · 0.01%
Johanna Foods, Inc. NJ$23.0M · 0.19%
Ware Industries, Inc. NJ$22.9M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 221846809 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.