Plan Ledger DOL Form 5500 · updated monthly

Chapter 4 Corp401(k)

CHAPTER 4 CORP 401(K) PROFIT SHARING PLAN AND TRUST · NEW YORK, NY · plan year 2020

Reported admin expense ratio · 2020
0.69%

Chapter 4 Corp reported $17,817 in plan administrative expenses for 2020: 0.69% of average plan assets, above the peer median. 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 294 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New York (4,835th of 5,648), and 4,276th of 5,215 in retail trade.

Plan summary
Net assets, end of year$3,254,525
Participants with balances79
Active participants221
Employer contributions—
Employee contributions$873,316
Employer contribution per active participant—
Average account balance$41,197
Benefits paid to participants$32,186
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2020
Recordkeeping & contract admin$13,967
Total administrative$17,817
What these fees cost you

Annual cost at the plan's reported 2020 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2020$17,817 · 0.69%
Similar plansRetail Trade · New York
Diptyque Distribution LLC NY$3.5M · 0.12%
Omega Moulding Co LTD NY$3.4M · 0.03%
Catbird Nyc LLC NY$3.2M · 1.03%
Pair Eyewear Inc NY$2.9M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133747037 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.