Plan Ledger DOL Form 5500 · updated monthly

Istar Jewelry401(k)

ISTAR GROUP · PINE BROOK, NJ · plan year 2024

Reported admin expense ratio · 2024
0.04%

Istar Jewelry reported $1,288 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. 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 0.05% to 0.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in New Jersey (2,023rd of 2,419), and 12,087th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$3,352,548
Participants with balances279
Active participants106
Employer contributions—
Employee contributions$425,426
Employer contribution per active participant—
Average account balance$12,016
Benefits paid to participants$33,878
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.4M · 279 accts
2023$2.7M · 277 accts
2022$2.1M · 275 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,288
Total administrative$1,288
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
ADP, INC. · Loan processing · Recordkeeping$1,290
ADP BROKER-DEALER · Other servicesindirect comp
AIG SECURITIES A K A SAGEPOINT ADVI · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$1,288 · 0.04%
2023$1,280 · 0.05%
2022$1,026 · 0.05%
Similar plansManufacturing · New Jersey
Shock Tech, Inc. NJ$4.0M · 0.07%
The Fillo Factory Inc NJ$3.9M · 0.57%
Emmi Desserts USA, LLC NJ$3.8M · 0.93%
Durex Inc. NJ$3.3M · 0.90%
Hoffmann-La Roche Inc. NJ$3.2M · 0.09%
Jpc Merger Sub LLC NJ$3.1M · 0.08%
Lm Foods LLC NJ$3.0M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474967597 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.