Plan Ledger DOL Form 5500 · updated monthly

The Esquire Management Group, LLC401(k)

SPRING OAK MANAGEMENT 401(K) PLAN · JACKSON, NJ · plan year 2022

Reported admin expense ratio · 2022
1.34%

The Esquire Management Group, LLC reported $7,179 in plan administrative expenses for 2022: 1.34% of average plan assets, above 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New Jersey (2,296th of 2,419), and 11,353rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$506,033
Participants with balances94
Active participants331
Employer contributions—
Employee contributions$96,020
Employer contribution per active participant—
Average account balance$5,383
Benefits paid to participants$53,145
Plan auditUnmodified (clean) audit opinion
AuditorALAN GOODMAN
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,179
Total administrative$7,179
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$7,179 · 1.34%
Similar plansHealth Care & Social Assistance · New Jersey
Sprout Health, LLC NJ$595K · 1.54%
Alliance Nj Care NJ$535K · 3.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472544508 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.