Plan Ledger DOL Form 5500 · updated monthly

Roosevelt Paper Company401(k)

ROOSEVELT PAPER COMPANY 401(K) RETIREMENT SAVINGS PLAN · MT. LAUREL, NJ · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Roosevelt Paper Company reported $2,280 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,127 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 0.003% to 0.005%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 558th-largest of 2,419 plans among New Jersey employers on file, and the 788th of 4,246 in wholesale trade. In 2024, employees put in $1.97 for every $1.00 the employer contributed; active participation has grown from 220 to 257 since 2022.

Plan summary
Net assets, end of year$51,850,091
Participants with balances319
Active participants257
Employer contributions$803,695
Employee contributions$1,583,664
Employer contribution per active participant$3,127
Average account balance$162,539
Benefits paid to participants$4,919,141
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$51.9M · 319 accts · $804K emplr
2023$47.7M · 266 accts · $660K emplr
2022$49.4M · 254 accts · $708K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,500
Investment management$780
Total administrative$2,280
The Roosevelt Paper Company 401(k) match · 2024
Employer contribution per active participant$3,127
Median for plans this size$2,416
2024$3,127 per active participant
2023$2,922 per active participant
2022$3,218 per active participant

Roosevelt Paper Company's 2024 employer contribution ran above the $2,416 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 · 20241
CHARLES SCHWAB & CO., INC. · Securities brokerage$200

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$2,280 · 0.00%
2023$2,974 · 0.01%
2022$1,637 · 0.00%
Same employer
Similar plansWholesale Trade · New Jersey
Porky Products, Inc. NJ$60.7M · 0.24%
True World Holdings LLC NJ$55.9M · 0.17%
Miele, Inc. NJ$52.7M · 0.27%
Ferragamo USA Inc NJ$46.3M · 0.29%
Westport Corporation NJ$45.4M · 0.20%
Lapp Holding NA, Inc. NJ$44.3M · 0.21%
Glatt Air Techniques, Inc. NJ$43.5M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231514696 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.