Plan Ledger DOL Form 5500 · updated monthly

The Mercadien Group, LLC401(k)

THE MERCADIEN GROUP, LLC 401(K) PLAN · PRINCETON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

The Mercadien Group, LLC reported $21,929 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,076 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 3 years on file its reported administrative ratio has held roughly steady near 0.073%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 804th-largest of 2,419 plans among New Jersey employers on file, and the 4,010th of 11,654 in professional & technical services. In 2024, employees put in $3.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,483,976
Participants with balances162
Active participants141
Employer contributions$433,678
Employee contributions$1,392,665
Employer contribution per active participant$3,076
Average account balance$194,346
Benefits paid to participants$1,989,389
Plan auditUnmodified (clean) audit opinion
AuditorROSENBERG RICH BAKER BERMAN, PA
Plan history3
Yearassets · accounts · employer contribution
2024$31.5M · 162 accts · $434K emplr
2023$28.4M · 165 accts · $386K emplr
2022$23.9M · 176 accts · $381K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,929
Audit (IQPA)$12,000
Total administrative$21,929
The The Mercadien Group, LLC 401(k) match · 2024
Employer contribution per active participant$3,076
Median for plans this size$2,416
2024$3,076 per active participant
2023$2,679 per active participant
2022$2,488 per active participant

The Mercadien Group, LLC's 2024 employer contribution ran above 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 · 20241

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$21,929 · 0.07%
2023$17,595 · 0.07%
2022$18,275 · 0.07%
Same employer
Similar plansProfessional & Technical Services · New Jersey
Advanced Digital Data, Inc. NJ$32.2M · 0.13%
Galaxy Systems, Inc. NJ$31.6M · 0.49%
Olympus Holdings, LLC NJ$31.6M · 0.05%
Thomas Lanzetta NJ$30.6M · 0.37%
Integris, LLC NJ$30.4M · 0.46%
Longbridge Financial LLC NJ$29.7M · 0.43%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 223693480 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.