Plan Ledger DOL Form 5500 · updated monthly

Musculoskeletal Transplant Foundation401(k)

MUSCULOSKELETAL TRANSPLANT FOUNDATION 401(K) PROFIT SHARING PLAN · EDISON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Musculoskeletal Transplant Foundation reported $332,877 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $4,438 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 3 years on file its reported administrative ratio has held roughly steady near 0.148%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 198th-largest of 2,419 plans among New Jersey employers on file, and the 1,024th of 13,661 in manufacturing. In 2024, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$239,550,014
Participants with balances1,624
Active participants1,326
Employer contributions$5,885,369
Employee contributions$10,569,866
Employer contribution per active participant$4,438
Average account balance$147,506
Benefits paid to participants$15,091,368
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$239.6M · 1,624 accts · $5.9M emplr
2023$210.1M · 1,597 accts · $5.6M emplr
2022$177.0M · 1,565 accts · $5.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$332,877
Total administrative$332,877
The Musculoskeletal Transplant Foundation 401(k) match · 2024
Employer contribution per active participant$4,438
Median for plans this size$3,635
2024$4,438 per active participant
2023$4,359 per active participant
2022$4,515 per active participant

Musculoskeletal Transplant Foundation's 2024 employer contribution ran above the $3,635 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 · 20245
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$332,877
GLOBAL RETIREMENT PARTNERS · Investment advisory (plan)$80,000
CLIFTON LARSON ALLEN LLP · Accounting / audit$27,825
CLIFTONLARSONALLEN LLP · Accounting / auditindirect comp
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$332,877 · 0.15%
2023$295,496 · 0.15%
2022$286,816 · 0.15%
Similar plansManufacturing · New Jersey
Crestron Electronics, Inc NJ$274.6M · 0.27%
Onto Innovation, Inc. NJ$263.7M · 0.00%
Ptc Therapeutics, Inc. NJ$243.7M · 0.06%
Nitto Americas Inc. NJ$242.4M · 0.16%
Convatec NJ$239.4M · 0.18%
Arxada, LLC NJ$224.9M · 0.05%
Mannington Mills, Inc. NJ$210.2M · 0.23%
Croda Inc. NJ$208.5M · 0.00%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 222803458 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.