Plan Ledger DOL Form 5500 · updated monthly

Cater Lady Nyc LLC401(k)

CATER LADY NYC LLC 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
6.01%

Cater Lady Nyc LLC reported $9,638 in plan administrative expenses for 2024: 6.01% of average plan assets, higher than ~90% 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.

Across the 1 year on file its reported administrative ratio rose from 5.32% to 6.01%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (5,535th of 5,648), and 11,532nd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$232,139
Participants with balances104
Active participants116
Employer contributions—
Employee contributions$153,972
Employer contribution per active participant—
Average account balance$2,232
Benefits paid to participants$15,675
Plan auditDisclaimer of opinion
Plan history2
Yearassets · accounts · employer contribution
2024$232K · 104 accts
2023$89K · 108 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,638
Total administrative$9,638
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$9,638

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

Administrative cost history2
2024$9,638 · 6.01%
2023$4,714 · 5.32%
Similar plansProfessional & Technical Services · New York
S.T. Management Group NY$302K · 3.54%
Donia, LLC NY$300K · 1.02%
Chapin Intl Inc NY$266K · 3.37%
Soni Resources Group NY$174K · 1.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870824157 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.