Plan Ledger DOL Form 5500 · updated monthly

Kubik Maltbie, Inc.401(k)

KUBIK MALTBIE, INC. 401(K) PLAN · MOUNT LAUREL, NJ · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Kubik Maltbie, Inc. reported $68,866 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,246 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in New Jersey (1,222nd of 2,419), and the 2,397th of 5,337 in construction. In 2024, employees put in $1.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,563,238
Participants with balances151
Active participants103
Employer contributions$540,382
Employee contributions$556,600
Employer contribution per active participant$5,246
Average account balance$103,068
Benefits paid to participants$1,644,569
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,680
Investment management$35,186
Total administrative$68,866
The Kubik Maltbie, Inc. 401(k) match · 2024
Employer contribution per active participant$5,246
Median for plans this size$2,416

Kubik Maltbie, Inc.'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
THE PARAGON ALLIANCE GROUP LLC · Plan administrator · Recordkeeping$4,180
CORNERSTONE ADVISORS ASSET MAN · Investment advisory (participants)$35,186

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

Administrative cost history1
2024$68,866 · 0.47%
Similar plansConstruction · New Jersey
Cca Construction, Inc. NJ$17.7M · 0.19%
Crisdel Group, Inc. NJ$16.6M · 1.26%
Cs Energy, LLC NJ$15.8M · 0.50%
A.C.T. Lighting, Inc. NJ$13.8M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205934094 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.