Plan Ledger DOL Form 5500 · updated monthly

Unex Corp401(k)

UNEX CORP 401(K) PROFIT SHARING PLAN AND TRUST · MAHWAH, NJ · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Unex Corp reported $30,690 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $2,949 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 0.14% to 0.13%. 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 891st-largest of 2,419 plans among New Jersey employers on file, and the 1,493rd of 4,246 in wholesale trade. In 2024, employees put in $2.76 for every $1.00 the employer contributed; active participation has grown from 270 to 303 since 2022.

Plan summary
Net assets, end of year$26,753,648
Participants with balances355
Active participants303
Employer contributions$893,632
Employee contributions$2,465,983
Employer contribution per active participant$2,949
Average account balance$75,362
Benefits paid to participants$1,353,557
Plan auditUnmodified (clean) audit opinion
AuditorMCINTEE FUSARO DEL CORRAL LLC
Plan history3
Yearassets · accounts · employer contribution
2024$26.8M · 355 accts · $894K emplr
2023$21.5M · 334 accts · $774K emplr
2022$16.9M · 311 accts · $647K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,690
Total administrative$30,690
The Unex Corp 401(k) match · 2024
Employer contribution per active participant$2,949
Median for plans this size$2,416
2024$2,949 per active participant
2023$2,580 per active participant
2022$2,395 per active participant

Unex Corp'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
ASCENSUS LLC · Loan processing · Recordkeeping$30,690

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$30,690 · 0.13%
2023$25,380 · 0.13%
2022$24,702 · 0.14%
Same employer
Similar plansWholesale Trade · New Jersey
Berje, Inc. NJ$29.2M · 0.32%
Pharming Healthcare, Inc. NJ$26.0M · 0.11%
Ferrari North America, Inc. NJ$25.8M · 0.09%
Arett Sales Corporation NJ$25.0M · 0.13%
Sunshine Bouquet Company NJ$23.7M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 221919954 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.