Plan Ledger DOL Form 5500 · updated monthly

Ept Management LLC401(k)

EPT MANAGEMENT LLC 401(K) PLAN · HACKENSACK, NJ · plan year 2022

Reported admin expense ratio · 2022
0.66%

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

Ept Management LLC reported $54,298 in plan administrative expenses for 2022: 0.66% of average plan assets, above the peer median. Employer contributions averaged $531 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New Jersey (1,662nd of 2,419), and 6,500th of 11,911 in health care & social assistance. In 2022, employees put in $5.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,898,475
Participants with balances78
Active participants104
Employer contributions$55,224
Employee contributions$320,961
Employer contribution per active participant$531
Average account balance$101,263
Benefits paid to participants$146,820
Plan auditUnmodified (clean) audit opinion
AuditorBDG-CPAS PC
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $8K emplr
2022$7.9M · 78 accts · $55K emplr
Administrative expenses, itemized · 2022
Investment management$42,339
Total administrative$54,298
The Ept Management LLC 401(k) match · 2022
Employer contribution per active participant$531
Median for plans this size$1,114

Ept Management LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$54,298 · 0.66%
Similar plansHealth Care & Social Assistance · New Jersey
The Arc Gloucester, Inc. NJ$8.2M · 0.04%
Our House, Inc. NJ$8.2M · 0.67%
Lisata Therapeutics, Inc. NJ$7.9M · 0.50%
Eastern Smiles Opco, LLC NJ$7.7M · 0.75%
Biocept, Inc. NJ$7.7M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814328808 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.