Plan Ledger DOL Form 5500 · updated monthly

True World Holdings LLC401(k)

TRUE WORLD HOLDINGS 401(K) PLAN · ROCKLEIGH, NJ · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

True World Holdings LLC reported $86,385 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $760 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 0.24% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 541st-largest of 2,419 plans among New Jersey employers on file, and the 723rd of 4,246 in wholesale trade. In 2024, employees put in $5.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$55,854,530
Participants with balances1,165
Active participants1,019
Employer contributions$774,387
Employee contributions$4,466,774
Employer contribution per active participant$760
Average account balance$47,944
Benefits paid to participants$3,358,088
Plan auditUnmodified (clean) audit opinion
AuditorFGMK,LLC
Plan history3
Yearassets · accounts · employer contribution
2024$55.9M · 1,165 accts · $774K emplr
2023$47.9M · 1,160 accts · $750K emplr
2022$39.3M · 1,129 accts · $689K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$85,828
Investment management$1
Total administrative$86,385
The True World Holdings LLC 401(k) match · 2024
Employer contribution per active participant$760
Median for plans this size$3,635
2024$760 per active participant
2023$731 per active participant
2022$704 per active participant

True World Holdings LLC's 2024 employer contribution ran below the $3,635 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
T ROWE PRICE RPS INC · Recordkeeping · Trustee$85,828
CHARLES SCHWAB & CO., INC. · Securities brokerage$2

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$86,385 · 0.17%
2023$89,976 · 0.21%
2022$102,560 · 0.24%
Same employer
Similar plansWholesale Trade · New Jersey
Delta Galil USA, Inc. NJ$64.4M · 0.43%
Safilo USA, Inc. NJ$61.6M · 0.24%
Porky Products, Inc. NJ$60.7M · 0.24%
Miele, Inc. NJ$52.7M · 0.27%
Roosevelt Paper Company NJ$51.9M · 0.00%
Ferragamo USA Inc NJ$46.3M · 0.29%
Westport Corporation NJ$45.4M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 711013026 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.