Plan Ledger DOL Form 5500 · updated monthly

Stokes Healthcare, Inc.401(k)

STOKES HEALTHCARE, INC. 401(K) PLAN · MT. LAUREL, NJ · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Stokes Healthcare, Inc. reported $11,450 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,664 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 fell from 0.13% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New Jersey (1,426th of 2,419), and the 2,329th of 5,215 in retail trade. In 2024, employees put in $2.17 for every $1.00 the employer contributed; active participation has grown from 116 to 173 since 2022.

Plan summary
Net assets, end of year$11,637,562
Participants with balances118
Active participants173
Employer contributions$287,841
Employee contributions$623,917
Employer contribution per active participant$1,664
Average account balance$98,623
Benefits paid to participants$67,617
Plan auditUnmodified (clean) audit opinion
AuditorBCG-CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$11.6M · 118 accts · $288K emplr
2023$9.4M · 107 accts · $211K emplr
2022$7.4M · 105 accts · $188K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,450
Total administrative$11,450
The Stokes Healthcare, Inc. 401(k) match · 2024
Employer contribution per active participant$1,664
Median for plans this size$2,416
2024$1,664 per active participant
2023$1,467 per active participant
2022$1,622 per active participant

Stokes Healthcare, Inc.'s 2024 employer contribution ran below 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 · 20242
CAPITAL GROUP RETIREMENT PLAN SERVI$7,774
FUTUREPLAN BY ASCENSUS · Contract administrator$3,731

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$11,450 · 0.11%
2023$6,582 · 0.08%
2022$10,147 · 0.13%
Same employer
Similar plansRetail Trade · New Jersey
Muller Automotive, Inc. NJ$12.6M · 0.44%
South Jersey Glass Co, Inc. NJ$12.6M · 0.56%
Blue Ridge Lumber Co NJ$12.5M · 0.19%
Infucare Rx, Inc. NJ$12.1M · 0.59%
A & M (2015) LLC NJ$11.4M · 1.16%
Nuts.com, Inc. NJ$11.2M · 0.62%
Ashley Stewart, Inc. NJ$11.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010578853 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.