What are the fees in the Charles S. Winner, Inc. 401(k) plan?

For plan year 2022, Charles S. Winner, Inc. reported $16,812 in plan administrative expenses, or 0.89% of average plan assets — higher than ~75% of peers. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Charles S. Winner, Inc. 401(k)?

The average participant account balance was $20,152 for plan year 2022, based on 90 accounts.

Charles S. Winner, Inc.401(k)

Name: Charles S. Winner, Inc. 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

WINNER INCENTIVE SAVINGS PLAN · CHERRY HILL, NJ · plan year 2022

Reported admin expense ratio · 2022

0.89%

Charles S. Winner, Inc. reported $16,812 in plan administrative expenses for 2022: 0.89% 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New Jersey (2,161st of 2,419), and 4,715th of 5,215 in retail trade.

Plan summary
Net assets, end of year$1,813,656
Participants with balances90
Active participants80
Employer contributions—
Employee contributions$313,438
Employer contribution per active participant—
Average account balance$20,152
Benefits paid to participants$236,570
Plan auditUnmodified (clean) audit opinion
AuditorVOYNOW BAYARD WHYTE AND COLLP

What these fees cost you

Your balance

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1

2022$16,812 · 0.89%

Similar plansRetail Trade · New Jersey
Lilliston Ford & Chrysler Plymou NJ$2.4M · 1.15%
Action Supply, Inc. NJ$2.4M · 1.02%
Gurney Payroll Company LLC NJ$2.2M · 1.12%
North East Parts Group NJ$2.0M · 1.37%
Bergen Auto Enterprises, LLC dba NJ$1.8M · 0.36%
Asian Food Markets of Piscataw NJ$1.6M · 0.50%
Corrados Speciality Goods Inc NJ$1.2M · 0.13%
R Wireless of Nj Inc NJ$1.1M · 1.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 210611021 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.