Plan Ledger DOL Form 5500 · updated monthly

Jot Management LLC D/B/A Sycamore Medical Management401(k)

THE PLASTIC SURGERY CENTER, PA SAFE HARBOR PENSION PLAN · SHREWSBURY, NJ · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Jot Management LLC D/B/A Sycamore Medical Management reported $65,549 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $5,571 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 0.57% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 825th-largest of 2,419 plans among New Jersey employers on file, and the 2,753rd of 11,911 in health care & social assistance. In 2024, the employer put in $1.25 for every $1.00 employees contributed themselves; active participation has grown from 173 to 355 since 2022.

Plan summary
Net assets, end of year$30,366,717
Participants with balances507
Active participants355
Employer contributions$1,977,797
Employee contributions$1,578,045
Employer contribution per active participant$5,571
Average account balance$59,895
Benefits paid to participants$1,395,436
Plan auditUnmodified (clean) audit opinion
AuditorCOWAN, GUNTESKI & CO., CPA
Plan history3
Yearassets · accounts · employer contribution
2024$30.4M · 507 accts · $2.0M emplr
2023$22.3M · 420 accts · $1.6M emplr
2022$15.4M · 285 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,880
Investment management$49,669
Total administrative$65,549
The Jot Management LLC D/B/A Sycamore Medical Management 401(k) match · 2024
Employer contribution per active participant$5,571
Median for plans this size$2,416
2024$5,571 per active participant
2023$5,473 per active participant
2022$6,304 per active participant

Jot Management LLC D/B/A Sycamore Medical Management'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
NATIONWIDE LIFE INSURANCE CO · Investment advisory (participants) · Recordkeeping$68,543
PFP-NJ INC · Accounting / audit · Contract administrator$4,825
THE WATERFORD GROUP, LLC · Consulting · Insurance broker$48,893

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

Recordkeeper by year2
2024Nationwide, PFP-NJ INC
2023Nationwide, PFP-NJ INC

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

Administrative cost history3
2024$65,549 · 0.25%
2023$77,994 · 0.41%
2022$95,123 · 0.57%
Similar plansHealth Care & Social Assistance · New Jersey
Carerite Centers, LLC NJ$31.8M · 0.64%
Community Options, Inc. NJ$31.1M · 0.99%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 222052641 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.