Plan Ledger DOL Form 5500 · updated monthly

Keeler Motor Car Co Limited401(k)

KEELER MOTOR CAR CO LIMITED 401(K) PROFIT SHARING PLAN AND TRUST · LATHAM, NY · plan year 2023

Reported admin expense ratio · 2023
0.31%

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

Keeler Motor Car Co Limited reported $74,932 in plan administrative expenses for 2023: 0.31% of average plan assets, above the peer median. Employer contributions averaged $1,596 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 fell from 0.33% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is the 2,079th-largest of 5,648 plans among New York employers on file, and the 1,120th of 5,215 in retail trade. In 2023, employees put in $3.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,450,175
Participants with balances383
Active participants341
Employer contributions$544,265
Employee contributions$1,971,480
Employer contribution per active participant$1,596
Average account balance$71,671
Benefits paid to participants$920,619
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $286K emplr
2023$27.5M · 383 accts · $544K emplr
2022$20.9M · 417 accts · $468K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$74,932
Total administrative$74,932
The Keeler Motor Car Co Limited 401(k) match · 2023
Employer contribution per active participant$1,596
Median for plans this size$2,440
2023$1,596 per active participant
2022$1,301 per active participant

Keeler Motor Car Co Limited's 2023 employer contribution ran below the $2,440 median for plans its size. 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 · 20232
LEAFHOUSE FINANCIAL$8,800
ERBEN ASSOCIATES LLCindirect comp

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

Administrative cost history3
2024Not separately reported
2023$74,932 · 0.31%
2022$71,763 · 0.33%
Same employer
Similar plansRetail Trade · New York
Western Beef Retail, Inc NY$28.4M · 0.22%
Vince Holding Corp. NY$27.8M · 0.28%
Lia Group, Inc. NY$26.6M · 0.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141687678 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.