Plan Ledger DOL Form 5500 · updated monthly

Monticello Motor Club LLC401(k)

MONTICELLO MOTOR CLUB LLC 401(K) PROFIT SHARING PLANAND TRUST · MONTICELLO, NY · plan year 2022

Reported admin expense ratio · 2022
1.04%

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

Monticello Motor Club LLC reported $1,212 in plan administrative expenses for 2022: 1.04% of average plan assets, above the peer median. Employer contributions averaged $0 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in New York (5,574th of 5,648), and 3,274th of 3,341 in other services.

Plan summary
Net assets, end of year$141,670
Participants with balances13
Active participants55
Employer contributions$0
Employee contributions$74,062
Employer contribution per active participant$0
Average account balance$10,898
Benefits paid to participants$576
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,156
Investment management$56
Total administrative$1,212
The Monticello Motor Club LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Monticello Motor Club LLC's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,212 · 1.04%
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Source: U.S. Department of Labor, Form 5500 series, EIN 205865569 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.