Plan Ledger DOL Form 5500 · updated monthly

Checkalt-Eras, LLC401(k)

CHECKALT-ERAS, LLC 401(K) PLAN · VALLEY COTTAGE, NY · plan year 2022

Reported admin expense ratio · 2022
0.08%

Checkalt-Eras, LLC reported $5,407 in plan administrative expenses for 2022: 0.08% of average plan assets, lower 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 finance & insurance employers. By assets it is among the smaller plans on file in New York (4,338th of 5,648), and 4,397th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$5,713,315
Participants with balances141
Active participants204
Employer contributions—
Employee contributions$397,687
Employer contribution per active participant—
Average account balance$40,520
Benefits paid to participants$611,204
Plan auditUnmodified (clean) audit opinion
AuditorFASTEN HALBERSTAM LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$5,407
Total administrative$5,407
What these fees cost you

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$5,407 · 0.08%
Same employer
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Qic US Management, Inc. NY$5.9M · 0.06%
Guarantr Inc. NY$5.5M · 0.24%
Jain Global LLC NY$5.4M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 340941254 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.