Plan Ledger DOL Form 5500 · updated monthly

Mercantile Adjustment Bureau, LLC401(k)

MERCANTILE ADJUSTMENT BUREAU 401(K) PLAN · WILLIAMSVILLE, NY · plan year 2022

Reported admin expense ratio · 2022
0.27%

Mercantile Adjustment Bureau, LLC reported $7,442 in plan administrative expenses for 2022: 0.27% of average plan assets, below the peer median. 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 other services employers. By assets it is among the smaller plans on file in New York (5,062nd of 5,648), and 2,799th of 3,341 in other services.

Plan summary
Net assets, end of year$2,309,105
Participants with balances54
Active participants112
Employer contributions—
Employee contributions$139,312
Employer contribution per active participant—
Average account balance$42,761
Benefits paid to participants$470,529
Plan auditUnmodified (clean) audit opinion
AuditorBROCK, SCHECHTER & POLAKOFF, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,442
Total administrative$7,442
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$7,442 · 0.27%
Similar plansOther Services · New York
Xpresspa Holdings, LLC NY$2.4M · 3.67%
Spca Serving Erie County NY$2.3M · 1.03%
Calzedonia USA, Inc. NY$2.1M · 3.49%
Yeshivat Darche Eres Inc NY$2.1M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752985974 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.