Plan Ledger DOL Form 5500 · updated monthly

Cayuga Nation of Indians401(k)

CAYUGA NATION OF INDIANS 401(K) PROFIT SHARING PLAN · SENECA FALLS, NY · plan year 2023

Reported admin expense ratio · 2023
0.48%

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

Cayuga Nation of Indians reported $16,410 in plan administrative expenses for 2023: 0.48% of average plan assets, below the peer median. Employer contributions averaged $1,716 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New York (4,722nd of 5,648), and 4,128th of 5,215 in retail trade. In 2023, employees put in $1.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,766,581
Participants with balances93
Active participants132
Employer contributions$226,519
Employee contributions$332,622
Employer contribution per active participant$1,716
Average account balance$40,501
Benefits paid to participants$388,172
Plan auditUnmodified (clean) audit opinion
AuditorFREED MAXICK CPAS PC
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,184
Investment management$11,226
Total administrative$16,410
The Cayuga Nation of Indians 401(k) match · 2023
Employer contribution per active participant$1,716
Median for plans this size$1,308

Cayuga Nation of Indians's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
RAYMOND JAMES FINANCIAL SERVICE · Recordkeeping · Trustee$11,225
RAYMOND JAMES FINANCIAL SERVICE · Recordkeeping · Trustee$11,225
ADP, INC. · Recordkeeping$5,184
ADP, INC. · Recordkeeping$5,184

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

Administrative cost history1
2023$16,410 · 0.48%
Similar plansRetail Trade · New York
Mm. Lafleur Inc. NY$3.9M · 0.87%
Zachys Wine & Liquor NY$3.8M · 0.56%
Uncle G's Management Corp NY$3.8M · 1.03%
Paragon Sports LLC NY$3.7M · 0.11%
Plaza Motors LLC NY$3.7M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161034363 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.