Plan Ledger DOL Form 5500 · updated monthly

Robertet, Inc.401(k)

ROBERTET USA 401(K) PLAN · MT. OLIVE, NJ · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Robertet, Inc. reported $134,439 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $9,345 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 0.123%. 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 340th-largest of 2,419 plans among New Jersey employers on file, and the 1,754th of 13,661 in manufacturing. In 2024, the employer put in $1.09 for every $1.00 employees contributed themselves; active participation has grown from 362 to 404 since 2022.

Plan summary
Net assets, end of year$111,946,826
Participants with balances517
Active participants404
Employer contributions$3,775,521
Employee contributions$3,453,443
Employer contribution per active participant$9,345
Average account balance$216,532
Benefits paid to participants$18,466,649
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$111.9M · 517 accts · $3.8M emplr
2023$105.9M · 488 accts · $3.5M emplr
2022$89.6M · 473 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$81,639
Investment management$52,500
Total administrative$134,439
The Robertet, Inc. 401(k) match · 2024
Employer contribution per active participant$9,345
Median for plans this size$3,635
2024$9,345 per active participant
2023$9,277 per active participant
2022$8,219 per active participant

Robertet, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20243
LPL FINANCIAL · Investment advisory (plan)$52,500
QDRO CONSULTANTS COMPANY, LLC$300

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$134,439 · 0.12%
2023$164,181 · 0.17%
2022$118,641 · 0.12%
Same employer
Similar plansManufacturing · New Jersey
Emeh, Inc. NJ$117.9M · 0.11%
Bobst North America, Inc. NJ$115.9M · 0.09%
Gerresheimer Glass Inc. NJ$115.0M · 0.22%
Sabert Corporation NJ$113.3M · 0.04%
Mane USA NJ$107.0M · 0.12%
Amspec, LLC NJ$104.1M · 0.28%
Goya Foods, Inc. NJ$103.6M · 0.14%
Camfil USA, Inc. NJ$103.3M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222273649 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.