Plan Ledger DOL Form 5500 · updated monthly

Rizzieri Management Co., Inc.401(k)

RIZZIERI MANAGEMENT CO., INC. EMPLOYEES' 401(K) PLAN · MOUNT LAUREL, NJ · plan year 2024

Reported admin expense ratio · 2024
0.41%

Rizzieri Management Co., Inc. reported $31,483 in plan administrative expenses for 2024: 0.41% of average plan assets, below the peer median. 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 0.41%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in New Jersey (1,646th of 2,419), and 1,844th of 3,341 in other services.

Plan summary
Net assets, end of year$8,181,713
Participants with balances109
Active participants165
Employer contributions—
Employee contributions$330,510
Employer contribution per active participant—
Average account balance$75,062
Benefits paid to participants$388,873
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.2M · 109 accts
2023$7.0M · 108 accts
2022$5.6M · 107 accts · $9K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,483
Total administrative$31,483
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 · 20243
LINCOLN NATIONAL CORPORATION · Contract administrator$31,483
OSAIC WEALTH INC · Investment advisory (plan) · Investment advisory (participants)indirect comp
FSC SECURITIES CORP/OSAIC WEALTH · Investment advisory (participants) · 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$31,483 · 0.41%
2023$25,438 · 0.40%
2022$24,945 · 0.40%
Similar plansOther Services · New Jersey
Kingsway Learning Center NJ$9.1M · 0.68%
Pumpman Holdings LLC NJ$8.5M · 0.31%
La Casa de Don Pedro NJ$6.5M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223266937 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.