Plan Ledger DOL Form 5500 · updated monthly

Case Paper Co., Inc.401(k)

CASE PAPER CO., INC. 401(K) PROFIT SHARING PLAN · HARRISON, NY · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Case Paper Co., Inc. reported $102,747 in plan administrative expenses for 2024: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $313 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 rose from 0.32% to 0.60%. 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 the 2,692nd-largest of 5,648 plans among New York employers on file, and the 2,084th of 4,246 in wholesale trade. In 2024, employees put in $12.10 for every $1.00 the employer contributed; active participation has shrunk from 327 to 294 since 2022.

Plan summary
Net assets, end of year$17,853,075
Participants with balances268
Active participants294
Employer contributions$92,167
Employee contributions$1,115,271
Employer contribution per active participant$313
Average account balance$66,616
Benefits paid to participants$1,916,993
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.9M · 268 accts · $92K emplr
2023$16.6M · 245 accts · $50K emplr
2022$16.6M · 216 accts · $109K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,274
Investment management$43,473
Total administrative$102,747
The Case Paper Co., Inc. 401(k) match · 2024
Employer contribution per active participant$313
Median for plans this size$2,416
2024$313 per active participant
2023$186 per active participant
2022$333 per active participant

Case Paper Co., Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$43,473

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$102,747 · 0.60%
2023$221,380 · 1.33%
2022$58,023 · 0.32%
Same employer
Similar plansWholesale Trade · New York
Kee Safety, Inc. NY$18.3M · 0.30%
Rndc New York, LLC NY$18.2M · 0.22%
L & R Distributors, Inc. NY$18.1M · 1.13%
Qosina Corp. NY$17.9M · 0.53%
Hanes Supply, Inc. NY$17.7M · 0.14%
Ergonomic Group, Inc. NY$17.6M · 0.30%
E. Gluck Corporation NY$17.6M · 0.02%
Wolf-Gordon, Inc. NY$17.3M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 111945820 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.