Plan Ledger DOL Form 5500 · updated monthly

La Bergenfield Associates401(k)

LIGHTBRIDGE 401(K) · BERGENFIELD, NJ · plan year 2022

Reported admin expense ratio · 2022
0.09%

La Bergenfield Associates reported $9 in plan administrative expenses for 2022: 0.09% 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in New Jersey (2,404th of 2,419), and 3,088th of 3,091 in educational services.

Plan summary
Net assets, end of year$9,659
Participants with balances10
Active participants149
Employer contributions—
Employee contributions$9,286
Employer contribution per active participant—
Average account balance$966
Plan auditUnmodified (clean) audit opinion
AuditorPANDYA KAPADIA BHATT & ASSOCIATE
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$9 · 0.09%
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Lift Enrichment Inc AZ$22K · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811578388 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.