Plan Ledger DOL Form 5500 · updated monthly

Roche Bobois USA LTD401(k)

ROCHE BOBOIS USA LTD 401(K) PROFIT SHARING PLAN & TRUST · SECAUCUS, NJ · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

Roche Bobois USA LTD reported $11,102 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.66% to 0.76%. 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 (2,174th of 2,419), and 4,081st of 4,246 in wholesale trade. active participation has grown from 161 to 227 since 2022.

Plan summary
Net assets, end of year$1,647,718
Participants with balances198
Active participants227
Employer contributions$0
Employee contributions$330,997
Employer contribution per active participant$0
Average account balance$8,322
Benefits paid to participants$144,550
Plan auditUnmodified (clean) audit opinion
AuditorPOOLER CPA GROUP LLC
Plan history3
Yearassets · accounts · employer contribution
2024$1.6M · 198 accts
2023$1.3M · 179 accts · $1 emplr
2022$927K · 177 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,527
Investment management$3,715
Trustee / custodial$860
Total administrative$11,102
The Roche Bobois USA LTD 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Roche Bobois USA LTD'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
PAYCHEX, INC. · Recordkeeping$6,730

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$11,102 · 0.76%
2023$8,174 · 0.74%
2022$6,126 · 0.66%
Similar plansWholesale Trade · New Jersey
Dade Paper & Bag, LLC NJ$2.2M · 1.41%
Everflow Supplies Inc NJ$2.1M · 0.86%
Regent Cabinets, LLC NJ$1.2M · 1.63%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 132788222 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.