Plan Ledger DOL Form 5500 · updated monthly

King O'Rourke Cadillac Oldsmobile401(k)

KING O'ROURKE CADILLAC OLDSMOBILE 401K PLAN · SMITHTOWN, NY · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

King O'Rourke Cadillac Oldsmobile reported $2,095 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,429 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New York (4,140th of 5,648), and 3,347th of 5,215 in retail trade. In 2022, employees put in $2.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,608,844
Participants with balances48
Active participants94
Employer contributions$134,352
Employee contributions$349,448
Employer contribution per active participant$1,429
Average account balance$137,684
Benefits paid to participants$1,648,464
Plan auditUnmodified (clean) audit opinion
AuditorFARBER, BLICHT, EYERMAN & HERZOG
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,095
Total administrative$2,095
The King O'Rourke Cadillac Oldsmobile 401(k) match · 2022
Employer contribution per active participant$1,429
Median for plans this size$1,114

King O'Rourke Cadillac Oldsmobile's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,095 · 0.03%
Similar plansRetail Trade · New York
Crown Trophy, Inc. NY$6.8M · 0.50%
Faherty Brand LLC NY$6.7M · 0.19%
Moores Tire Sales, Inc. NY$6.6M · 0.46%
Robert Fox, Inc. NY$6.6M · 0.71%
Live Auctioneers LLC NY$6.5M · 0.49%
Intivity Inc. NY$6.4M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112432383 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.