Plan Ledger DOL Form 5500 · updated monthly

Arena Distributors, Inc.401(k)

VALU HOME CENTERS 401(K) PROFIT SHARING PLAN · BUFFALO, NY · plan year 2023

Reported admin expense ratio · 2023
0.31%

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

Arena Distributors, Inc. reported $68,965 in plan administrative expenses for 2023: 0.31% of average plan assets, above the peer median. Employer contributions averaged $723 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 3 years on file its reported administrative ratio has held roughly steady near 0.293%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is the 2,270th-largest of 5,648 plans among New York employers on file, and the 1,275th of 5,215 in retail trade. In 2023, employees put in $2.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,645,545
Participants with balances296
Active participants282
Employer contributions$203,869
Employee contributions$557,847
Employer contribution per active participant$723
Average account balance$79,884
Benefits paid to participants$1,651,295
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.0M · 258 accts · $185K emplr
2023$23.6M · 296 accts · $204K emplr
2022$20.9M · 314 accts · $193K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$68,965
Total administrative$68,965
The Arena Distributors, Inc. 401(k) match · 2023
Employer contribution per active participant$723
Median for plans this size$2,440
2024$580 per active participant
2023$723 per active participant
2022$625 per active participant

Arena Distributors, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$68,964

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

Administrative cost history3
2024$68,266 · 0.29%
2023$68,965 · 0.31%
2022$58,620 · 0.29%
Similar plansRetail Trade · New York
Landpro Equipment, LLC NY$24.2M · 0.26%
Phillips Auctioneers, LLC NY$24.1M · 0.45%
Paraco Gas Corporation NY$24.0M · 0.56%
L'Occitane, Inc. NY$23.7M · 0.58%
Pride Tree Holdings, Inc. NY$23.4M · 0.02%
Competition Imports NY$22.9M · 0.58%
G&S Corporation NY$22.6M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 160996756 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.