Plan Ledger DOL Form 5500 · updated monthly

Spiezle Group, Inc.401(k)

SPIEZLE GROUP, INC. RETIREMENT PLAN · HAMILTON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Spiezle Group, Inc. reported $22,777 in plan administrative expenses for 2024: 0.34% of average plan assets, below the peer median. Employer contributions averaged $589 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 0.18% to 0.34%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New Jersey (1,708th of 2,419), and 8,916th of 11,654 in professional & technical services. In 2024, employees put in $10.50 for every $1.00 the employer contributed; active participation has grown from 97 to 112 since 2022.

Plan summary
Net assets, end of year$7,372,960
Participants with balances121
Active participants112
Employer contributions$65,916
Employee contributions$692,153
Employer contribution per active participant$589
Average account balance$60,934
Benefits paid to participants$388,340
Plan auditUnmodified (clean) audit opinion
AuditorMERCADIEN, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 121 accts · $66K emplr
2023$6.2M · 112 accts · $54K emplr
2022$5.1M · 114 accts · $45K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,777
Total administrative$22,777
The Spiezle Group, Inc. 401(k) match · 2024
Employer contribution per active participant$589
Median for plans this size$1,313
2024$589 per active participant
2023$524 per active participant
2022$469 per active participant

Spiezle Group, Inc.'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 · 20243
GOLDMAN SACHS ASSET MANAGEMENT · Investment advisory (participants) · Investment advisory (plan)$15,350
TRANSITION FINANCE STRATEGIES DBA · Contract administrator$1,350

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$22,777 · 0.34%
2023$16,358 · 0.29%
2022$10,420 · 0.18%
Same employer
Similar plansProfessional & Technical Services · New Jersey
Electrifai LLC NJ$7.7M · 0.34%
Prutech Solutions, Inc. NJ$7.6M · 0.39%
Semperis Inc NJ$7.5M · 0.25%
Esystems, Inc. NJ$7.5M · 0.02%
Astir IT Solutions, Inc. NJ$7.3M · 0.46%
Incedo Inc NJ$7.2M · 0.75%
Parker Ibrahim & Berg LLP NJ$7.2M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231937152 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.