Plan Ledger DOL Form 5500 · updated monthly

Generation Tux, Inc.401(k)

GENERATION TUX, INC. 401(K) PLAN · LOUISVILLE, KY · plan year 2022

Reported admin expense ratio · 2022
1.18%

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

Generation Tux, Inc. reported $9,286 in plan administrative expenses for 2022: 1.18% of average plan assets, above the peer median. Employer contributions averaged $659 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Kentucky (835th of 871), and 1,999th of 2,096 in real estate & leasing. In 2022, employees put in $2.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$815,169
Participants with balances51
Active participants134
Employer contributions$88,297
Employee contributions$223,285
Employer contribution per active participant$659
Average account balance$15,984
Benefits paid to participants$111,557
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$5,270
Investment management$4,016
Total administrative$9,286
The Generation Tux, Inc. 401(k) match · 2022
Employer contribution per active participant$659
Median for plans this size$331

Generation Tux, Inc.'s 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$9,286 · 1.18%
Same employer
Similar plansReal Estate & Leasing · Kentucky
Kona Ice, Inc KY$4.4M · 1.12%
Pmr Companies LLC KY$3.0M · 1.52%
Management Fc, LLC KY$2.2M · 0.69%
Envision Contractors, LLC KY$1.7M · 0.45%
Everest Realty Group UT$825K · 0.63%
M2 Property Group, LLC IL$822K · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464770561 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.