Plan Ledger DOL Form 5500 · updated monthly

Ferolie Corporation401(k)

FEROLIE CORPORATION EE'S SVGS AND INVESTMENT PLAN · MONTVALE, NJ · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Ferolie Corporation reported $95,462 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $959 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 0.21% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 549th-largest of 2,419 plans among New Jersey employers on file, and the 2,620th of 11,654 in professional & technical services. In 2024, employees put in $5.31 for every $1.00 the employer contributed; active participation has grown from 280 to 421 since 2022.

Plan summary
Net assets, end of year$53,549,261
Participants with balances451
Active participants421
Employer contributions$403,702
Employee contributions$2,143,276
Employer contribution per active participant$959
Average account balance$118,735
Benefits paid to participants$2,369,075
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$53.5M · 451 accts · $404K emplr
2023$44.2M · 359 accts · $333K emplr
2022$36.4M · 358 accts · $307K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,532
Investment management$71,805
Audit (IQPA)$15,125
Total administrative$95,462
The Ferolie Corporation 401(k) match · 2024
Employer contribution per active participant$959
Median for plans this size$2,416
2024$959 per active participant
2023$1,165 per active participant
2022$1,096 per active participant

Ferolie Corporation'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
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$8,547
PRIVATE ADVISOR GROUP · Investment advisory (plan)$71,805
PKF O'CONNOR DAVIES, LLP · Accounting / audit$15,125

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$95,462 · 0.20%
2023$85,095 · 0.21%
2022$84,164 · 0.21%
Same employer
Similar plansProfessional & Technical Services · New Jersey
Wiss & Company, LLP NJ$55.2M · 0.21%
Peloton Advantage LLC NJ$54.2M · 0.23%
Boswell Engineering, Inc. NJ$53.9M · 0.03%
Datacor, Inc. NJ$51.7M · 0.31%
York Telecom Corporation NJ$50.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131657344 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.