Plan Ledger DOL Form 5500 · updated monthly

Nathel & Nathel, Inc.401(k)

NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES · BRONX, NY · plan year 2024

Reported admin expense ratio · 2024
0.08%

Nathel & Nathel, Inc. reported $4,447 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. 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 rose from 0.05% to 0.08%. 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 (4,244th of 5,648), and 3,472nd of 4,246 in wholesale trade. active participation has grown from 138 to 163 since 2022.

Plan summary
Net assets, end of year$6,199,915
Participants with balances163
Active participants163
Employer contributions—
Employee contributions$510,992
Employer contribution per active participant—
Average account balance$38,036
Benefits paid to participants$180,851
Plan auditUnmodified (clean) audit opinion
AuditorGRASSI & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$6.2M · 163 accts
2023$5.2M · 156 accts
2022$4.2M · 96 accts
Administrative expenses, itemized · 2024
Investment management$4,447
Total administrative$4,447
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.

Administrative cost history3
2024$4,447 · 0.08%
2023$3,965 · 0.08%
2022$2,132 · 0.05%
Similar plansWholesale Trade · New York
The Burmax Company, Inc. NY$6.4M · 0.69%
Le Vian Corp NY$6.4M · 0.00%
Ongweoweh Corp. NY$6.2M · 0.67%
Farfetch.com US, LLC NY$6.2M · 0.62%
Travers Tool Co. Inc. NY$6.0M · 0.54%
Boxed, LLC NY$6.0M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132685629 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.