Plan Ledger DOL Form 5500 · updated monthly

Alfred Dunner, Inc.401(k)

ALFRED DUNNER, INC. 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Alfred Dunner, Inc. reported $156,649 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $2,829 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 0.40% to 0.43%. 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 1,644th-largest of 5,648 plans among New York employers on file, and the 1,073rd of 4,246 in wholesale trade. In 2024, employees put in $2.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$38,529,989
Participants with balances285
Active participants181
Employer contributions$512,049
Employee contributions$1,233,377
Employer contribution per active participant$2,829
Average account balance$135,193
Benefits paid to participants$1,925,032
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$38.5M · 285 accts · $512K emplr
2023$34.1M · 290 accts · $503K emplr
2022$31.0M · 292 accts · $501K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$156,649
Total administrative$156,649
The Alfred Dunner, Inc. 401(k) match · 2024
Employer contribution per active participant$2,829
Median for plans this size$2,416
2024$2,829 per active participant
2023$2,763 per active participant
2022$2,753 per active participant

Alfred Dunner, 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 · 20241
JOHN HANCOCK NEW YORK · Recordkeeping · Investment management$1,520

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$156,649 · 0.43%
2023$137,306 · 0.42%
2022$133,879 · 0.40%
Same employer
Similar plansWholesale Trade · New York
Albert Kemperle, Inc. NY$41.3M · 0.26%
Palmer Fish Company, Inc. NY$40.9M · 0.44%
Bamberger Polymers, Inc. NY$39.5M · 0.16%
Sabra Dipping Company, LLC NY$37.2M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 221905250 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.