Plan Ledger DOL Form 5500 · updated monthly

Comfort Window Co., Inc.401(k)

COMFORT WINDOW CO., INC. 401(K) SALARY DEFERRAL PLAN · SYRACUSE, NY · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Comfort Window Co., Inc. reported $61,458 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $1,204 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 2 years on file its reported administrative ratio rose from 0.39% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,810th-largest of 5,648 plans among New York employers on file, and the 6,702nd of 13,661 in manufacturing. In 2024, employees put in $1.68 for every $1.00 the employer contributed; active participation has grown from 318 to 350 since 2022.

Plan summary
Net assets, end of year$16,408,023
Participants with balances255
Active participants350
Employer contributions$421,447
Employee contributions$706,450
Employer contribution per active participant$1,204
Average account balance$64,345
Benefits paid to participants$427,765
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.4M · 255 accts · $421K emplr
2023$13.8M · 245 accts · $377K emplr
2022$12.2M · 230 accts · $321K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,514
Investment management$35,944
Total administrative$61,458
The Comfort Window Co., Inc. 401(k) match · 2024
Employer contribution per active participant$1,204
Median for plans this size$2,416
2024$1,204 per active participant
2023$1,118 per active participant
2022$1,011 per active participant

Comfort Window Co., Inc.'s 2024 employer contribution ran below the $2,416 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.

Service providers · 20242
PINNACLE INVESTIMENTS, LLC · Investment advisory (plan)$35,944
CAPITAL GROUP RETIREMENT PLAN SERV$25,514

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

Administrative cost history3
2024$61,458 · 0.41%
2023$51,115 · 0.39%
2022$51,767 · 0.39%
Same employer
Similar plansManufacturing · New York
Roland Foods, LLC NY$16.8M · 0.63%
Adaptec Solutions, LLC NY$16.7M · 0.15%
Hammer Packaging Corp. NY$16.5M · 0.07%
Roberts Gordon LLC NY$16.3M · 0.32%
Vaso Corporation NY$16.2M · 0.05%
US Salt, LLC NY$16.2M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161263149 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.