Plan Ledger DOL Form 5500 · updated monthly

Taylor Oil Co., Inc.401(k)

TAYLOR OIL CO., INC. 401(K) PLAN · SOMERVILLE, NJ · plan year 2024

Reported admin expense ratio · 2024
0.28%

Taylor Oil Co., Inc. reported $30,650 in plan administrative expenses for 2024: 0.28% 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 3 years on file its reported administrative ratio has held roughly steady near 0.280%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in New Jersey (1,438th of 2,419), and 2,736th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$11,407,406
Participants with balances109
Active participants157
Employer contributions—
Employee contributions$691,940
Employer contribution per active participant—
Average account balance$104,655
Benefits paid to participants$929,060
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.4M · 109 accts
2023$10.5M · 101 accts
2022$9.8M · 100 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,334
Investment management$21,316
Total administrative$30,650
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
401K ADVISORS INC · Recordkeeping · Trustee$21,316
ADP, INC. · Loan processing · Recordkeeping$9,334

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

Recordkeeper by year2
2024401K ADVISORS INC, ADP
2023401K ADVISORS INC, ADP

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

Administrative cost history3
2024$30,650 · 0.28%
2023$28,971 · 0.28%
2022$31,105 · 0.28%
Similar plansWholesale Trade · New Jersey
Simco Logistics, Inc. NJ$12.0M · 0.03%
Strides Pharma, Inc. NJ$11.7M · 0.02%
Automann, Inc. NJ$11.0M · 0.79%
Cosmax USA NJ$10.2M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 221739466 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.