Plan Ledger DOL Form 5500 · updated monthly

La Rosa Del Monte Express New401(k)

LA ROSA DEL MONTE EXPRESS NEW 401(K) PROFIT SHARING PLAN & TRUST · BRONX, NY · plan year 2019

Reported admin expense ratio · 2019
1.15%

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

La Rosa Del Monte Express New reported $20,789 in plan administrative expenses for 2019: 1.15% of average plan assets, higher than ~75% of peers. Employer contributions averaged $894 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 6 years on file its reported administrative ratio rose from 0.44% to 0.64%. The plan sits in the $1M–$10M size bracket, benchmarked here against 238 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in New York (5,129th of 5,648), and 2,111th of 2,677 in transportation & warehousing. In 2019, the employer put in $3.54 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$1,990,715
Participants with balances96
Active participants101
Employer contributions$90,270
Employee contributions$25,497
Employer contribution per active participant$894
Average account balance$20,737
Benefits paid to participants$79,653
Plan auditDisclaimer of opinion
AuditorFRIEDMAN LLP
Plan history5
Yearassets · accounts · employer contribution
2023$1.9M · 90 accts · $7K emplr
2022$1.7M · 105 accts
2019$2.0M · 96 accts · $90K emplr
2018$1.6M · 138 accts · $98K emplr
2017$1.7M · 209 accts · $75K emplr
Administrative expenses, itemized · 2019
Recordkeeping & contract admin$9,929
Investment management$10,860
Total administrative$20,789
The La Rosa Del Monte Express New 401(k) match · 2019
Employer contribution per active participant$894
Median for plans this size$892
2023$82 per active participant
2019$894 per active participant
2018$1,193 per active participant
2017$751 per active participant

La Rosa Del Monte Express New's 2019 employer contribution ran above the $892 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 2019 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history5
2023$11,515 · 0.64%
2022$16,115 · 0.79%
2019$20,789 · 1.15%
2018$14,951 · 0.90%
2017$6,915 · 0.44%
Similar plansTransportation & Warehousing · New York
Relco Systems, Inc. NY$2.4M · 0.39%
Aramex New York LTD NY$2.0M · 0.74%
Dell Transportation Corp NY$1.9M · 0.33%
Montauk Bus Service, Inc. NY$1.7M · 1.13%
Msn Air Service, Inc NY$1.7M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134153590 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.