Plan Ledger DOL Form 5500 · updated monthly

Nassau Candy Distributors, Inc.401(k)

NASSAU CANDY RETIREMENT SAVINGS PLAN · HICKSVILLE, NY · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Nassau Candy Distributors, Inc. reported $40,503 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $175 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 0.37% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,592nd-largest of 5,648 plans among New York employers on file, and the 1,968th of 4,246 in wholesale trade. In 2024, employees put in $7.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,138,407
Participants with balances362
Active participants1,105
Employer contributions$192,837
Employee contributions$1,406,265
Employer contribution per active participant$175
Average account balance$52,869
Benefits paid to participants$1,621,914
Plan auditDisclaimer of opinion
AuditorBACCIONI & COMPANY, CPAS, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$19.1M · 362 accts · $193K emplr
2023$17.3M · 361 accts · $190K emplr
2022$14.7M · 352 accts · $186K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,143
Investment management$6,360
Total administrative$40,503
The Nassau Candy Distributors, Inc. 401(k) match · 2024
Employer contribution per active participant$175
Median for plans this size$2,416
2024$175 per active participant
2023$187 per active participant
2022$181 per active participant

Nassau Candy Distributors, Inc.'s 2024 employer contribution ran below the $2,416 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
GELMAN PENSION CONSULTING, INC. · Contract administrator$27,723
STONE HILL FIDUCIARY MANAGEMENT LLC · Investment advisory (plan)$26,566

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

Administrative cost history3
2024$40,503 · 0.22%
2023$53,776 · 0.34%
2022$50,991 · 0.37%
All plans at this employer2
NASSAU CANDY RETIREMENT SAVINGS PLAN401(k)
NASSAU CANDY PROFIT SHARING PLAN IProfit-sharing plan
Same employer
Similar plansWholesale Trade · New York
Silhouette Optical LTD. NY$20.0M · 0.28%
Autarkic Holdings, Inc. NY$19.7M · 0.01%
The Vita Coco Company, Inc. NY$19.7M · 0.23%
In Mocean Group, LLC NY$19.1M · 0.03%
Supplyhouse LLC NY$19.0M · 0.29%
Lacoste USA, Inc. NY$18.6M · 0.09%
Tracey Road Equipment, Inc. NY$18.5M · 0.63%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 133203250 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.