Plan Ledger DOL Form 5500 · updated monthly

Boots Retail USA, Inc.401(k)

BOOTS RETAIL USA, INC. 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Boots Retail USA, Inc. reported $57,495 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. Employer contributions averaged $9,365 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 0.80% to 0.57%. 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 among the smaller plans on file in New York (3,503rd of 5,648), and 2,816th of 4,246 in wholesale trade. In 2024, employees put in $1.90 for every $1.00 the employer contributed; active participation has shrunk from 109 to 56 since 2022.

Plan summary
Net assets, end of year$10,774,530
Participants with balances197
Active participants56
Employer contributions$524,440
Employee contributions$995,237
Employer contribution per active participant$9,365
Average account balance$54,693
Benefits paid to participants$1,966,275
Plan auditUnmodified (clean) audit opinion
AuditorACCAVALLO & COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 197 accts · $524K emplr
2023$9.3M · 190 accts · $538K emplr
2022$7.7M · 192 accts · $500K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,864
Investment management$29,631
Total administrative$57,495
The Boots Retail USA, Inc. 401(k) match · 2024
Employer contribution per active participant$9,365
Median for plans this size$2,416
2024$9,365 per active participant
2023$5,849 per active participant
2022$4,588 per active participant

Boots Retail USA, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRIME CAPITAL INVESTMENT ADVISORS · Investment advisory (plan)$29,631
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,864

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$57,495 · 0.57%
2023$55,105 · 0.65%
2022$63,190 · 0.80%
Same employer
Similar plansWholesale Trade · New York
Vp Supply Corporation NY$11.8M · 0.17%
Api Industries, Inc. NY$11.2M · 0.22%
McCraith Beverages, Inc. NY$10.6M · 0.12%
Republic Clothing Corp. NY$10.3M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020613669 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.