Plan Ledger DOL Form 5500 · updated monthly

Theradex Systems, Inc.401(k)

THERADEX SYSTEMS, INC. RETIREMENT SAVINGS PLAN · PRINCETON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Theradex Systems, Inc. reported $105,036 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $8,704 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 0.29% to 0.45%. 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 934th-largest of 2,419 plans among New Jersey employers on file, and the 4,773rd of 11,654 in professional & technical services. In 2024, employees put in $1.09 for every $1.00 the employer contributed; active participation has grown from 94 to 109 since 2022.

Plan summary
Net assets, end of year$24,899,984
Participants with balances141
Active participants109
Employer contributions$948,700
Employee contributions$1,031,679
Employer contribution per active participant$8,704
Average account balance$176,596
Benefits paid to participants$1,015,374
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.9M · 141 accts · $949K emplr
2023$22.1M · 144 accts · $1.1M emplr
2022$20.7M · 149 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Investment management$105,036
Total administrative$105,036
The Theradex Systems, Inc. 401(k) match · 2024
Employer contribution per active participant$8,704
Median for plans this size$2,416
2024$8,704 per active participant
2023$11,897 per active participant
2022$11,948 per active participant

Theradex Systems, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20244
MERRILL LYNCH PIERCE FINNER & SMITH · Investment advisory (plan)$38,182
WITHUM SMITH & BROWN, PC · Accounting / audit$31,200
STALKER & ASSOCIATES · Contract administrator$8,403

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$105,036 · 0.45%
2023$69,444 · 0.32%
2022$55,682 · 0.29%
Same employer
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Iveric Bio NJ$25.4M · 0.24%
Hovione LLC NJ$25.1M · 0.30%
US Tech Solutions, Inc. NJ$24.9M · 0.14%
Ndi Engineering Company NJ$24.7M · 0.09%
Carecloud, Inc. NJ$24.5M · 0.39%
Metrixlab US Inc NJ$24.1M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222418075 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.