Plan Ledger DOL Form 5500 · updated monthly

Kurt Weiss Greenhouses, Inc.401(k)

KURT WEISS GREENHOUSES, INC. 401(K) SAVINGS PLAN · CENTER MORICHES, NY · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Kurt Weiss Greenhouses, Inc. reported $737 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $174 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 fell from 0.009% to 0.008%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in New York (3,558th of 5,648), and 2,856th of 4,246 in wholesale trade. In 2024, employees put in $9.37 for every $1.00 the employer contributed; active participation has grown from 288 to 334 since 2022.

Plan summary
Net assets, end of year$10,384,224
Participants with balances104
Active participants334
Employer contributions$58,228
Employee contributions$545,811
Employer contribution per active participant$174
Average account balance$99,848
Benefits paid to participants$625,721
Plan auditUnmodified (clean) audit opinion
AuditorROSS STRENT & COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.4M · 104 accts · $58K emplr
2023$9.2M · 107 accts · $61K emplr
2022$7.9M · 108 accts · $54K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$737
Total administrative$737
The Kurt Weiss Greenhouses, Inc. 401(k) match · 2024
Employer contribution per active participant$174
Median for plans this size$1,313
2024$174 per active participant
2023$247 per active participant
2022$186 per active participant

Kurt Weiss Greenhouses, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$737
ADP BROKER-DEALERindirect comp
MORGAN STANLEY WEALTH MANAGEMENT · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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Administrative cost history3
2024$737 · 0.01%
2023$755 · 0.01%
2022$793 · 0.01%
Similar plansWholesale Trade · New York
Api Industries, Inc. NY$11.2M · 0.22%
Boots Retail USA, Inc. NY$10.8M · 0.57%
McCraith Beverages, Inc. NY$10.6M · 0.12%
Republic Clothing Corp. NY$10.3M · 0.42%
Felix Storch Inc. NY$10.3M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112010615 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.