Plan Ledger DOL Form 5500 · updated monthly

Holtec International401(k)

HOLTEC INTERNATIONAL PROFIT SHARING PLAN AND TRUST · CAMDEN, NJ · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Holtec International reported $230,483 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $5,726 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 0.26% to 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 293rd-largest of 2,419 plans among New Jersey employers on file, and the 1,141st of 11,654 in professional & technical services. In 2024, employees put in $1.50 for every $1.00 the employer contributed; active participation has grown from 1,071 to 1,438 since 2022.

Plan summary
Net assets, end of year$136,663,754
Participants with balances1,675
Active participants1,438
Employer contributions$8,233,874
Employee contributions$12,329,337
Employer contribution per active participant$5,726
Average account balance$81,590
Benefits paid to participants$13,625,555
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$136.7M · 1,675 accts · $8.2M emplr
2023$106.1M · 1,405 accts · $8.7M emplr
2022$77.0M · 1,241 accts · $6.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$153,019
Investment management$77,464
Total administrative$230,483
The Holtec International 401(k) match · 2024
Employer contribution per active participant$5,726
Median for plans this size$3,635
2024$5,726 per active participant
2023$7,747 per active participant
2022$6,113 per active participant

Holtec International's 2024 employer contribution ran above the $3,635 median for plans its size. 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$153,019
NEWPORT CAPITAL GROUP · Investment advisory (plan)$77,464

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$230,483 · 0.19%
2023$218,556 · 0.24%
2022$196,113 · 0.26%
Same employer
Similar plansProfessional & Technical Services · New Jersey
Bohler Engineering P.C. NJ$141.3M · 0.06%
Sills Cummis & Gross P.C. NJ$140.4M · 0.02%
Lowenstein Sandler LLP NJ$136.8M · 0.00%
Cole Schotz P.C. NJ$136.5M · 0.16%
Insmed Inc. NJ$134.2M · 0.04%
Stark & Stark, PC NJ$130.3M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204598433 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.