Plan Ledger DOL Form 5500 · updated monthly

Easter Unlimited , Inc.401(k)

REY PROFIT SHARING PLAN · CARLE PLACE, NY · plan year 2023

Reported admin expense ratio · 2023
0.35%

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

Easter Unlimited , Inc. reported $120,240 in plan administrative expenses for 2023: 0.35% of average plan assets, above the peer median. Employer contributions averaged $11,683 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 has held roughly steady near 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,655th-largest of 5,648 plans among New York employers on file, and the 3,798th of 13,661 in manufacturing. In 2023, the employer put in $3.51 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$38,305,380
Participants with balances122
Active participants108
Employer contributions$1,261,800
Employee contributions$359,034
Employer contribution per active participant$11,683
Average account balance$313,979
Benefits paid to participants$1,672,006
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$38.3M · 122 accts · $1.3M emplr
2022$30.9M · 111 accts · $291K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$120,240
Total administrative$120,240
The Easter Unlimited , Inc. 401(k) match · 2023
Employer contribution per active participant$11,683
Median for plans this size$2,440
2023$11,683 per active participant
2022$2,880 per active participant

Easter Unlimited , Inc.'s 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
UBS FINANCIAL SERVICES, INC. · Investment advisory (plan)$94,035
WELLS FARGO ADVISORS FINANCIAL · Investment advisory (plan)$48,540
RBC WEALTH MANAGEMENT · Investment advisory (plan)$24,104
BNY MELLON · Investment management$11,796

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

Administrative cost history2
2023$120,240 · 0.35%
2022$100,370 · 0.34%
Similar plansManufacturing · New York
Tonoga , Inc. NY$38.7M · 0.17%
Hannay Reels, Inc. NY$38.4M · 0.16%
Sabin Metal Corporation NY$38.4M · 0.36%
Vormittag Associates Inc NY$38.0M · 0.29%
Wonton Food Inc. NY$37.2M · 0.03%
Grace Industries LLC NY$37.1M · 0.03%
Magnetic Analysis Corp. NY$37.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131983343 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.