Plan Ledger DOL Form 5500 · updated monthly

Max Surgical Specialty Managem401(k)

MAX SURGICAL SPECIALTY MANAGEM 401(K) PROFIT SHARING PLAN & TRUST · RIVER EDGE, NJ · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Max Surgical Specialty Managem reported $44,756 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $2,073 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 health care & social assistance employers. By assets it is the 1,134th-largest of 2,419 plans among New Jersey employers on file, and the 4,020th of 11,911 in health care & social assistance. In 2024, employees put in $2.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,733,724
Participants with balances385
Active participants300
Employer contributions$621,904
Employee contributions$1,421,287
Employer contribution per active participant$2,073
Average account balance$46,062
Benefits paid to participants$794,946
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,576
Investment management$25,180
Total administrative$44,756
The Max Surgical Specialty Managem 401(k) match · 2024
Employer contribution per active participant$2,073
Median for plans this size$2,416

Max Surgical Specialty Managem's 2024 employer contribution ran below the $2,416 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 · 20242
PAYCHEX, INC. · Recordkeeping$19,576
ATCAP PARTNERS, LLC · Investment advisory (participants)$25,180

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$44,756 · 0.36%
Same employer
Similar plansHealth Care & Social Assistance · New Jersey
Bcd Health Partners, LLC NJ$17.4M · 0.02%
Bl Manager, LLC NJ$17.0M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812077531 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.