Plan Ledger DOL Form 5500 · updated monthly

Reliance Vitamin, LLC401(k)

RELIANCE VITAMIN, LLC 401(K) PLAN · EDISON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Reliance Vitamin, LLC reported $9,214 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $459 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 fell from 0.33% to 0.26%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in New Jersey (1,992nd of 2,419), and 3,832nd of 4,246 in wholesale trade. In 2024, employees put in $6.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,734,673
Participants with balances105
Active participants140
Employer contributions$64,280
Employee contributions$402,051
Employer contribution per active participant$459
Average account balance$35,568
Benefits paid to participants$405,090
Plan auditUnmodified (clean) audit opinion
AuditorA.J. SANTYE & CO., P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$3.7M · 105 accts · $64K emplr
2023$3.3M · 98 accts · $65K emplr
2022$3.5M · 108 accts · $55K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,214
Total administrative$9,214
The Reliance Vitamin, LLC 401(k) match · 2024
Employer contribution per active participant$459
Median for plans this size$1,313
2024$459 per active participant
2023$571 per active participant
2022$401 per active participant

Reliance Vitamin, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20241

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$9,214 · 0.26%
2023$8,972 · 0.26%
2022$12,838 · 0.33%
Similar plansWholesale Trade · New Jersey
McM Products USA Inc. NJ$4.3M · 0.06%
Riviera Produce Corp. NJ$3.9M · 0.83%
Nu-World Corporation NJ$3.8M · 0.81%
Durst Corporation Inc NJ$2.8M · 0.32%
Sakar International Inc. NJ$2.7M · 1.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814230717 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.