Plan Ledger DOL Form 5500 · updated monthly

Bread Alone Inc.401(k)

BREAD ALONE INC. 401(K) PROFIT SHARING PLAN AND TRUST · LAKE KATRINE, NY · plan year 2022

Reported admin expense ratio · 2022
0.38%

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

Bread Alone Inc. reported $6,256 in plan administrative expenses for 2022: 0.38% of average plan assets, below the peer median. Employer contributions averaged $672 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 5 years on file its reported administrative ratio rose from 0.09% to 0.38%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New York (5,207th of 5,648), and 4,784th of 5,215 in retail trade. In 2022, employees put in $2.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,601,509
Participants with balances71
Active participants172
Employer contributions$115,636
Employee contributions$248,521
Employer contribution per active participant$672
Average account balance$22,556
Benefits paid to participants$139,134
Plan auditDisclaimer of opinion
AuditorSATTY, LEVINE & CIACCO, CPAS, P.C.
Plan history2
Yearassets · accounts · employer contribution
2022$1.6M · 71 accts · $116K emplr
2017$889K · 30 accts · $43K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$6,256
Total administrative$6,256
The Bread Alone Inc. 401(k) match · 2022
Employer contribution per active participant$672
Median for plans this size$1,114
2022$672 per active participant
2017$251 per active participant

Bread Alone Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2022$6,256 · 0.38%
2017$725 · 0.09%
Same employer
Similar plansRetail Trade · New York
Simple Health, Inc. NY$1.8M · 0.81%
Dylans Candy Bar, LLC NY$1.8M · 0.45%
Awi USA LLC NY$1.7M · 2.12%
Trendly, Inc. NY$1.7M · 0.24%
Cookunity, Inc NY$1.6M · 2.92%
Furla USA Inc. NY$1.6M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141674271 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.