Plan Ledger DOL Form 5500 · updated monthly

Valuemomentum, Inc.401(k)

VALUEMOMENTUM 401(K) PLAN · PISCATAWAY, NJ · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Valuemomentum, Inc. reported $93,407 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $3,174 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 0.38% to 0.23%. 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 640th-largest of 2,419 plans among New Jersey employers on file, and the 3,154th of 11,654 in professional & technical services. In 2024, employees put in $2.09 for every $1.00 the employer contributed; active participation has grown from 425 to 626 since 2022.

Plan summary
Net assets, end of year$42,570,313
Participants with balances715
Active participants626
Employer contributions$1,986,819
Employee contributions$4,160,657
Employer contribution per active participant$3,174
Average account balance$59,539
Benefits paid to participants$2,242,013
Plan auditUnmodified (clean) audit opinion
AuditorWILKINGUTTENPLAN, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$42.6M · 715 accts · $2.0M emplr
2023$37.2M · 707 accts · $2.0M emplr
2022$26.0M · 632 accts · $1.9M emplr
The Valuemomentum, Inc. 401(k) match · 2024
Employer contribution per active participant$3,174
Median for plans this size$2,416
2024$3,174 per active participant
2023$4,464 per active participant
2022$4,480 per active participant

Valuemomentum, Inc.'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 · 20242
BEON RETIREMENT · Accounting / audit · Contract administrator$10,782
NATIONWIDE · Investment advisory (participants) · Investment advisory (plan)indirect comp

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

Recordkeeper by year2
2024BEON RETIREMENT
2023BEON RETIREMENT

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Administrative cost history3
2024$93,407 · 0.23%
2023$93,802 · 0.30%
2022$92,590 · 0.38%
Same employer
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Kennedys Cmk LLP NJ$44.0M · 0.15%
Brach Eichler L.L.C. NJ$43.5M · 0.04%
Systra U.S.A., Inc. NJ$43.3M · 0.15%
Centurum Inc. NJ$40.7M · 0.06%
Dlb Associates, Inc. NJ$40.4M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113414179 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.