Plan Ledger DOL Form 5500 · updated monthly

Thea Enterprises LLC401(k)

THEA ENTERPRISES LLC 401(K) PROFIT SHARING PLAN & TRUST · CLIFTON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Thea Enterprises LLC reported $51,307 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $0 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 rose from 0.33% to 0.39%. 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 among the smaller plans on file in New Jersey (1,330th of 2,419), and 7,009th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$13,314,329
Participants with balances214
Active participants134
Employer contributions$0
Employee contributions$837,676
Employer contribution per active participant$0
Average account balance$62,216
Benefits paid to participants$2,157,201
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.3M · 214 accts
2023$13.0M · 213 accts
2022$11.2M · 196 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,792
Investment management$25,655
Trustee / custodial$860
Total administrative$51,307
The Thea Enterprises LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Thea Enterprises LLC'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 · 20242
PAYCHEX, INC. · Recordkeeping$24,816
UBS - RETIREMENT PLAN CONSULTING · Investment advisory (participants)$25,655

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

Recordkeeper by year2
2024Paychex
2023Paychex, UBS - RETIREMENT PLAN CONSULTING

This plan has changed recordkeepers within these filings. If you left Thea Enterprises LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$51,307 · 0.39%
2023$45,973 · 0.38%
2022$41,128 · 0.33%
Similar plansProfessional & Technical Services · New Jersey
Thibaut Acquisition NJ$13.5M · 0.33%
Kenover Marketing Corp. NJ$13.5M · 0.41%
Semperis Technologies Inc NJ$13.5M · 0.26%
Iris Software Inc. NJ$13.2M · 0.25%
Advisors Mortgage Group NJ$13.1M · 0.15%
Marlabs, Inc NJ$13.0M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223412646 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.