Plan Ledger DOL Form 5500 · updated monthly

Golda Och Academy401(k)

GOLDA OCH ACADEMY 401(K) PLAN · WEST ORANGE, NJ · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Golda Och Academy reported $41,495 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $4,382 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,157th-largest of 2,419 plans among New Jersey employers on file, and 1,713th of 3,091 in educational services. In 2024, employees put in $1.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,991,751
Participants with balances175
Active participants154
Employer contributions$674,865
Employee contributions$1,235,857
Employer contribution per active participant$4,382
Average account balance$97,096
Benefits paid to participants$1,138,487
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITH BROWN
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,434
Investment management$82
Total administrative$41,495
The Golda Och Academy 401(k) match · 2024
Employer contribution per active participant$4,382
Median for plans this size$2,416

Golda Och Academy's 2024 employer contribution ran above the $2,416 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.

Service providers · 20243
MMA SECURITIES LLC · Investment advisory (plan)$10,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$7,434

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

Administrative cost history1
2024$41,495 · 0.27%
All plans at this employer2
GOLDA OCH ACADEMY 403(B) PLAN403(b)
GOLDA OCH ACADEMY 401(K) PLAN401(k)
Similar plansEducational Services · New Jersey
SPECTRUM360 NJ$18.3M · 0.27%
The Phoenix Center, Inc. NJ$17.2M · 0.15%
Rks Associates NJ$15.8M · 0.46%
The Archway Programs NJ$15.6M · 0.64%
Collier Youth Services NJ$15.0M · 0.60%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 221779887 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.