Plan Ledger DOL Form 5500 · updated monthly

Boston Valley Terra Cotta, LLC401(k)

BOSTON VALLEY POTTERY 401(K) PLAN · ORCHARD PARK, NY · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Boston Valley Terra Cotta, LLC reported $38,961 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $3,076 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 0.50% to 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in New York (3,746th of 5,648), and 9,189th of 13,661 in manufacturing. In 2024, employees put in $1.28 for every $1.00 the employer contributed; active participation has grown from 79 to 106 since 2022.

Plan summary
Net assets, end of year$9,084,130
Participants with balances149
Active participants106
Employer contributions$326,061
Employee contributions$416,736
Employer contribution per active participant$3,076
Average account balance$60,967
Benefits paid to participants$764,919
Plan auditUnmodified (clean) audit opinion
AuditorCHIAMPOU, TRAVIS, BESAW, & KERSHNER
Plan history3
Yearassets · accounts · employer contribution
2024$9.1M · 149 accts · $326K emplr
2023$7.9M · 186 accts · $270K emplr
2022$6.1M · 132 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,257
Investment management$22,704
Total administrative$38,961
The Boston Valley Terra Cotta, LLC 401(k) match · 2024
Employer contribution per active participant$3,076
Median for plans this size$1,313
2024$3,076 per active participant
2023$2,574 per active participant

Boston Valley Terra Cotta, LLC's 2024 employer contribution ran above the $1,313 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
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$16,257
NOTE ADVISORS LLC · Investment advisory (plan)$22,704

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$38,961 · 0.46%
2023$34,832 · 0.50%
2022$37,283 · 0.50%
Similar plansManufacturing · New York
Diemolding Corporation NY$9.3M · 0.02%
Galaxy Active LLC NY$9.2M · 0.53%
Freshly, Inc. NY$9.1M · 1.05%
Framerica Corporation NY$8.9M · 0.46%
Anderson Precision Inc NY$8.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 872912503 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.