Plan Ledger DOL Form 5500 · updated monthly

Stephen Izzi Trucking Rigging In401(k)

STEPHEN IZZI TRUCKING RIGGING INC 401K PROFIT SHARING PLAN · EDISON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Stephen Izzi Trucking Rigging In reported $18,717 in plan administrative expenses for 2024: 0.42% of average plan assets, below the peer median. Employer contributions averaged $1,459 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in New Jersey (1,883rd of 2,419), and 1,659th of 2,677 in transportation & warehousing. In 2024, employees put in $3.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,894,941
Participants with balances154
Active participants128
Employer contributions$186,787
Employee contributions$644,692
Employer contribution per active participant$1,459
Average account balance$31,785
Benefits paid to participants$291,549
Plan auditUnmodified (clean) audit opinion
AuditorEISNER AMPER
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,030
Investment management$16,687
Total administrative$18,717
The Stephen Izzi Trucking Rigging In 401(k) match · 2024
Employer contribution per active participant$1,459
Median for plans this size$1,313

Stephen Izzi Trucking Rigging In's 2024 employer contribution ran above the $1,313 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 · 20242
NOYES ADVISORS LLC · Recordkeeping · Trustee$16,686
ADP, INC. · Loan processing · Recordkeeping$2,030

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$18,717 · 0.42%
Similar plansTransportation & Warehousing · New Jersey
Daybreak Express, Inc. NJ$5.3M · 0.04%
All Chemical Transport NJ$5.2M · 0.15%
Worldwide Logistics Inc NJ$4.9M · 0.53%
A-1 Limousine, Inc. NJ$4.7M · 0.33%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 221982907 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.