Plan Ledger DOL Form 5500 · updated monthly

Job Haines HomeProfit-sharing plan

JOB HAINES HOME RETIREMENT PLAN · BLOOMFIELD, NJ · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Job Haines Home reported $10,375 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $1,504 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 0.25% to 0.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New Jersey (1,906th of 2,419), and 8,102nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$4,673,648
Participants with balances171
Active participants189
Employer contributions$284,168
Employee contributions—
Employer contribution per active participant$1,504
Average account balance$27,331
Benefits paid to participants$302,839
Plan auditUnmodified (clean) audit opinion
AuditorMERCADIEN, P.C., CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 171 accts · $284K emplr
2023$4.3M · 138 accts · $255K emplr
2022$3.6M · 142 accts · $216K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,375
Total administrative$10,375
Employer contributions to the Job Haines Home plan · 2024
Employer contribution per active participant$1,504
Median for plans this size$1,313
2024$1,504 per active participant
2023$1,296 per active participant
2022$1,120 per active participant

Job Haines Home's 2024 employer contribution ran above the $1,313 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 · 20243
THE VANGUARD GROUP, INC. · Recordkeeping$4,403
LINCOLN FINANCIAL ADVISORS · Investment advisory (plan)$7,692
RETIREWELL ADMINISTRATORS, INC. · Pension consulting$2,750

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$10,375 · 0.23%
2023$12,232 · 0.31%
2022$10,136 · 0.25%
Same employer
Similar plansHealth Care & Social Assistance · New Jersey
Cedar Health Group LLC NJ$4.6M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 220972180 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.