Plan Ledger DOL Form 5500 · updated monthly

Cardo Windows, Inc.401(k)

CARDO WINDOWS, INC. 401K PLAN · MT. LAUREL, NJ · plan year 2023

Reported admin expense ratio · 2023
2.48%

Cardo Windows, Inc. reported $6,047 in plan administrative expenses for 2023: 2.48% of average plan assets, higher than ~75% of peers. 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New Jersey (2,343rd of 2,419), and 5,129th of 5,215 in retail trade.

Plan summary
Net assets, end of year$243,867
Participants with balances185
Active participants192
Employer contributions—
Employee contributions$240,115
Employer contribution per active participant—
Average account balance$1,318
Benefits paid to participants$8,451
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$0
2023$244K · 185 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$6,002
Investment management$45
Total administrative$6,047
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 · 20233
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$4,944
TRANSAMERICA FINANCIAL LIFE INS. CO · Recordkeeping · Loan processing$1,058
RPA FINANCIAL LLC · Investment advisory (plan)$45

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

Recordkeeper by year2
2024ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2023ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica

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Administrative cost history2
2024Not separately reported
2023$6,047 · 2.48%
Similar plansRetail Trade · New Jersey
Carlos Bakery Inc NJ$1.1M · 0.78%
New Classic Cooking LLC NJ$695K · 1.12%
Maxon Hyundai NJ$511K · 0.90%
Dbm Management Group, LLC NJ$262K · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251665690 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.