Plan Ledger DOL Form 5500 · updated monthly

Ingerman Management Company401(k)

INGERMAN GROUP 401(K) PLAN · COLLINGSWOOD, NJ · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Ingerman Management Company reported $35,094 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $1,789 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 0.46% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,209th-largest of 2,419 plans among New Jersey employers on file, and the 819th of 2,096 in real estate & leasing. In 2024, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,748,819
Participants with balances216
Active participants268
Employer contributions$479,419
Employee contributions$1,080,564
Employer contribution per active participant$1,789
Average account balance$72,911
Benefits paid to participants$1,237,716
Plan auditUnmodified (clean) audit opinion
AuditorISDANER & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$15.7M · 216 accts · $479K emplr
2023$13.4M · 207 accts · $480K emplr
2022$11.3M · 203 accts · $459K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,984
Investment management$11,110
Total administrative$35,094
The Ingerman Management Company 401(k) match · 2024
Employer contribution per active participant$1,789
Median for plans this size$2,416
2024$1,789 per active participant
2023$1,565 per active participant
2022$1,787 per active participant

Ingerman Management Company's 2024 employer contribution ran below the $2,416 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
LINCOLN NATIONAL CORPORATION · Contract administrator$23,984
SECURITIES AMERICA INC · Investment advisory (plan)$11,110

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$35,094 · 0.24%
2023$64,057 · 0.52%
2022$56,734 · 0.46%
Same employer
Similar plansReal Estate & Leasing · New Jersey
Marlin Leasing Corporation NJ$24.6M · 0.30%
Nexus Management, LLC NJ$16.8M · 0.48%
The Kamson Corporation NJ$16.8M · 0.04%
Russo Development, LLC NJ$15.7M · 0.09%
Matrix Realty Inc. NJ$15.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320045712 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.