Plan Ledger DOL Form 5500 · updated monthly

Campari America401(k)

CAMPARI AMERICA 401K RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Campari America reported $52,197 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,968 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 0.11% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 810th-largest of 5,648 plans among New York employers on file, and the 424th of 4,246 in wholesale trade. In 2024, employees put in $2.86 for every $1.00 the employer contributed; active participation has grown from 493 to 580 since 2022.

Plan summary
Net assets, end of year$97,858,462
Participants with balances762
Active participants580
Employer contributions$2,301,307
Employee contributions$6,585,263
Employer contribution per active participant$3,968
Average account balance$128,423
Benefits paid to participants$7,081,080
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$97.9M · 762 accts · $2.3M emplr
2023$81.6M · 714 accts · $1.8M emplr
2022$65.8M · 667 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,197
Total administrative$52,197
The Campari America 401(k) match · 2024
Employer contribution per active participant$3,968
Median for plans this size$3,635
2024$3,968 per active participant
2023$3,365 per active participant
2022$3,350 per active participant

Campari America's 2024 employer contribution ran above the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$52,197

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$52,197 · 0.06%
2023$48,191 · 0.07%
2022$79,057 · 0.11%
Same employer
Similar plansWholesale Trade · New York
Steven Madden LTD. NY$125.0M · 0.20%
Fast Retailing USA, Inc NY$115.5M · 0.26%
Ivoclar Vivadent, Inc. NY$114.2M · 0.01%
Subaru Distributors Corp NY$101.0M · 0.10%
Hartree Partners, LP NY$95.2M · 0.01%
Lifetime Brands, Inc. NY$93.3M · 0.23%
Empire Merchants, LLC NY$91.9M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911940832 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.