Plan Ledger DOL Form 5500 · updated monthly

The Opici Group, L.L.C.401(k)

THE OPICI GROUP PROFIT SHARING/401(K) PLAN · GLEN ROCK, NJ · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

The Opici Group, L.L.C. reported $50,389 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $786 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 0.34% to 0.15%. 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 the 712th-largest of 2,419 plans among New Jersey employers on file, and the 1,124th of 4,246 in wholesale trade. In 2024, employees put in $8.98 for every $1.00 the employer contributed; active participation has shrunk from 324 to 265 since 2022.

Plan summary
Net assets, end of year$36,478,855
Participants with balances397
Active participants265
Employer contributions$208,265
Employee contributions$1,870,993
Employer contribution per active participant$786
Average account balance$91,886
Benefits paid to participants$2,739,504
Plan auditUnmodified (clean) audit opinion
AuditorCITRIN, COOPERMAN & COMPANY, LL
Plan history3
Yearassets · accounts · employer contribution
2024$36.5M · 397 accts · $208K emplr
2023$31.0M · 393 accts · $182K emplr
2022$27.1M · 376 accts · $219K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,389
Total administrative$50,389
The The Opici Group, L.L.C. 401(k) match · 2024
Employer contribution per active participant$786
Median for plans this size$2,416
2024$786 per active participant
2023$736 per active participant
2022$676 per active participant

The Opici Group, L.L.C.'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
JPMORGAN INVEST HOLDINGS LLC$74,983
WELLS FARGO ADVISORS FIN NETWORK LL · Investment advisory (plan)$40,000
EMPOWER ADVISORY GROUP, LLC · Investment management$3,360

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

Administrative cost history3
2024$50,389 · 0.15%
2023$51,138 · 0.18%
2022$123,371 · 0.34%
Same employer
Similar plansWholesale Trade · New Jersey
Kramer Beverage Co., LLC NJ$39.0M · 0.14%
Sdi Technologies, Inc. NJ$34.9M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 460902336 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.