Plan Ledger DOL Form 5500 · updated monthly

Exp Group LLCProfit-sharing plan

EXP GROUP LLC PROFIT SHARING PLAN · NORTH BERGEN, NJ · plan year 2024

Reported admin expense ratio · 2024
0.78%

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

Exp Group LLC reported $29,964 in plan administrative expenses for 2024: 0.78% of average plan assets, above the peer median. Employer contributions averaged $6,716 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 has held roughly steady near 0.78%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in New Jersey (1,938th of 2,419), and 3,727th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$4,375,455
Participants with balances162
Active participants136
Employer contributions$913,397
Employee contributions$0
Employer contribution per active participant$6,716
Average account balance$27,009
Benefits paid to participants$63,849
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$4.4M · 162 accts · $913K emplr
2023$3.3M · 153 accts · $882K emplr
Administrative expenses, itemized · 2024
Investment management$29,964
Total administrative$29,964
Employer contributions to the Exp Group LLC plan · 2024
Employer contribution per active participant$6,716
Median for plans this size$1,313
2024$6,716 per active participant
2023$6,942 per active participant

Exp Group LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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.

Administrative cost history2
2024$29,964 · 0.78%
2023$20,868 · 0.75%
Similar plansWholesale Trade · New Jersey
Dynarex Corporation NJ$5.0M · 0.14%
McM Products USA Inc. NJ$4.3M · 0.06%
Riviera Produce Corp. NJ$3.9M · 0.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203511628 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.