Plan Ledger DOL Form 5500 · updated monthly

Surety Title Company, LLC401(k)

SURETY TITLE COMPANY 401(K) RETIREMENT PLAN · MARLTON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Surety Title Company, LLC reported $27,229 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $961 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 0.79% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in New Jersey (1,432nd of 2,419), and 3,832nd of 4,798 in finance & insurance. In 2024, employees put in $5.26 for every $1.00 the employer contributed; active participation has shrunk from 190 to 154 since 2022.

Plan summary
Net assets, end of year$11,569,767
Participants with balances171
Active participants154
Employer contributions$148,067
Employee contributions$778,779
Employer contribution per active participant$961
Average account balance$67,659
Benefits paid to participants$608,076
Plan auditUnmodified (clean) audit opinion
AuditorALLOY SILVERSTEIN SHAPIRO ET
Plan history3
Yearassets · accounts · employer contribution
2024$11.6M · 171 accts · $148K emplr
2023$10.0M · 194 accts · $160K emplr
2022$8.9M · 262 accts · $189K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,511
Investment management$22,718
Total administrative$27,229
The Surety Title Company, LLC 401(k) match · 2024
Employer contribution per active participant$961
Median for plans this size$2,416
2024$961 per active participant
2023$949 per active participant
2022$993 per active participant

Surety Title Company, LLC's 2024 employer contribution ran below the $2,416 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
JSC ADVISORS, LLC · Recordkeeping · Trustee$22,718
ADP, INC. · Loan processing · Recordkeeping$4,511
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, JSC ADVISORS, LLC
2023ADP, JSC ADVISORS, LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$27,229 · 0.25%
2023$73,563 · 0.78%
2022$75,033 · 0.79%
Same employer
Similar plansFinance & Insurance · New Jersey
The Bank of Princeton NJ$12.8M · 0.06%
Greentree Mortgage Co LP NJ$12.7M · 0.67%
Swyfft Holdings LLC NJ$11.1M · 0.27%
Mld Mortgage, Inc. NJ$10.5M · 0.39%
Rsm Holdings, LLC NJ$9.2M · 0.65%
Labor First, LLC NJ$8.2M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223154895 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.