Plan Ledger DOL Form 5500 · updated monthly

Coconut Logistics LLC401(k)

COCONUT LOGISTICS LLC 401(K) PLAN · WHITE PLAINS, NY · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Coconut Logistics LLC reported $683 in plan administrative expenses for 2024: 0.52% of average plan assets, below the peer median. Employer contributions averaged $226 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.

Across the 1 year on file its reported administrative ratio rose from 0.15% to 0.52%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in New York (5,568th of 5,648), and 2,604th of 2,677 in transportation & warehousing. In 2024, employees put in $4.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$152,436
Participants with balances65
Active participants80
Employer contributions$18,071
Employee contributions$76,917
Employer contribution per active participant$226
Average account balance$2,345
Benefits paid to participants$65,328
Plan auditUnmodified (clean) audit opinion
AuditorFIORITA KORNHAAS AND COMPANY PC
Plan history2
Yearassets · accounts · employer contribution
2024$152K · 65 accts · $18K emplr
2023$108K · 132 accts · $30K emplr
Administrative expenses, itemized · 2024
Investment management$683
Total administrative$683
The Coconut Logistics LLC 401(k) match · 2024
Employer contribution per active participant$226
Median for plans this size$540
2024$226 per active participant
2023$356 per active participant

Coconut Logistics LLC's 2024 employer contribution ran below the $540 median for plans its size, in the bottom quarter of its peers. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2024$683 · 0.52%
2023$162 · 0.15%
Similar plansTransportation & Warehousing · New York
323 Transit LLC NY$195K · 0.50%
Veritas Logistics NY$177K · 0.17%
Fisher Bus Service, Inc. NY$162K · 3.23%
Threec Logistics LLC NY$133K · 0.52%
Supreme Systems Inc. NY$69K · 5.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 852597740 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.