Plan Ledger DOL Form 5500 · updated monthly

Tallen, Inc.401(k)

TALLEN TECHNOLOGY RENTALS 401(K) PLAN · BORDENTOWN, NJ · plan year 2024

Reported admin expense ratio · 2024
0.33%

Tallen, Inc. reported $23,262 in plan administrative expenses for 2024: 0.33% of average plan assets, below the peer median. 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 has held roughly steady near 0.33%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in New Jersey (1,666th of 2,419), and 1,267th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$7,868,413
Participants with balances195
Active participants119
Employer contributions—
Employee contributions$554,698
Employer contribution per active participant—
Average account balance$40,351
Benefits paid to participants$72,330
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.9M · 195 accts
2023$6.4M · 175 accts
2022$4.9M · 161 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,262
Total administrative$23,262
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
NATIONWIDE · Recordkeeping · Loan processing$28,374
DAVIDSON WEALTH MANAGEMENT LLC · Investment advisory (plan)$22,266
INTAC ACTUARIAL SERVICES, INC · Pension consulting$931

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

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

Administrative cost history3
2024$23,262 · 0.33%
2023$18,166 · 0.32%
2022Not separately reported
Similar plansReal Estate & Leasing · New Jersey
Urby, LLC NJ$10.1M · 0.10%
Taylor Management Company NJ$8.6M · 0.75%
Ulma Form Works, Inc NJ$6.9M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383644784 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.