Plan Ledger DOL Form 5500 · updated monthly

The Estaugh T/A Medford Leas401(k)

MEDFORD LEAS 401(K) PLAN · MEDFORD, NJ · plan year 2023

Reported admin expense ratio · 2023
0.66%

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

The Estaugh T/A Medford Leas reported $130,054 in plan administrative expenses for 2023: 0.66% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,503 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 rose from 0.46% to 0.58%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,067th-largest of 2,419 plans among New Jersey employers on file, and the 3,630th of 11,911 in health care & social assistance. In 2023, employees put in $2.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,509,238
Participants with balances362
Active participants282
Employer contributions$423,962
Employee contributions$893,624
Employer contribution per active participant$1,503
Average account balance$56,655
Benefits paid to participants$2,379,745
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.2M · 405 accts · $515K emplr
2023$20.5M · 362 accts · $424K emplr
2022$18.8M · 437 accts · $574K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$63,612
Investment management$66,442
Total administrative$130,054
The The Estaugh T/A Medford Leas 401(k) match · 2023
Employer contribution per active participant$1,503
Median for plans this size$2,440
2024$1,734 per active participant
2023$1,503 per active participant
2022$2,103 per active participant

The Estaugh T/A Medford Leas's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$63,612
JP MORGAN CHASE MERCER INVESTMENTS, · Investment management$66,442
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$117,611 · 0.58%
2023$130,054 · 0.66%
2022$91,187 · 0.46%
Same employer
Similar plansHealth Care & Social Assistance · New Jersey
Autumn Lake Healthcare LLC NJ$21.4M · 0.23%
Community Health Care, Inc NJ$21.2M · 0.74%
Jewish Home Family, Inc. NJ$19.8M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 210633410 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.