Plan Ledger DOL Form 5500 · updated monthly

3601 Union Rd Enterprises LLC401(k)

3601 UNION RD ENTERPRISES LLC 401(K) PROFIT SHARIN · WILLIAMSVILLE, NY · plan year 2022

Reported admin expense ratio · 2022
1.37%

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

3601 Union Rd Enterprises LLC reported $862 in plan administrative expenses for 2022: 1.37% of average plan assets, above the peer median. Employer contributions averaged $50 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New York (5,603rd of 5,648), and 5,184th of 5,215 in retail trade. In 2022, employees put in $1.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$70,753
Participants with balances13
Active participants272
Employer contributions$13,477
Employee contributions$22,071
Employer contribution per active participant$50
Average account balance$5,443
Benefits paid to participants$11,944
Plan auditUnmodified (clean) audit opinion
AuditorTRONCONI SEGARRA & ASSOCIATES
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$862
Total administrative$862
The 3601 Union Rd Enterprises LLC 401(k) match · 2022
Employer contribution per active participant$50
Median for plans this size$331

3601 Union Rd Enterprises LLC's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$862 · 1.37%
Similar plansRetail Trade · New York
Fuccillo Nissan, Inc. NY$665K · 1.23%
Foodirect Inc NY$604K · 1.22%
Mpm Enterprises II LLC NY$184K · 0.40%
Bronsburg & Hughes PA$77K · 1.07%
Lecoq Cuisine Corporation CT$75K · 11.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474709088 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.