Plan Ledger DOL Form 5500 · updated monthly

Oscar de la Renta, LLC401(k)

OSCAR DE LA RENTA, LLC 401K PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Oscar de la Renta, LLC reported $4,297 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,412 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 rose from 0.01% to 0.03%. 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 among the smaller plans on file in New York (3,031st of 5,648), and 2,422nd of 4,246 in wholesale trade. In 2024, employees put in $1.43 for every $1.00 the employer contributed; active participation has grown from 159 to 182 since 2022.

Plan summary
Net assets, end of year$14,393,270
Participants with balances233
Active participants182
Employer contributions$621,039
Employee contributions$888,260
Employer contribution per active participant$3,412
Average account balance$61,774
Benefits paid to participants$889,646
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.4M · 233 accts · $621K emplr
2023$11.9M · 217 accts
2022$10.8M · 276 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,550
Investment management$1,497
Total administrative$4,297
The Oscar de la Renta, LLC 401(k) match · 2024
Employer contribution per active participant$3,412
Median for plans this size$2,416

Oscar de la Renta, LLC's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
WELLS FARGO ADVISORS FINANCIAL NETWindirect comp

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$4,297 · 0.03%
2023$6,174 · 0.05%
2022$1,814 · 0.01%
Same employer
Similar plansWholesale Trade · New York
Amerex Group, LLC NY$14.7M · 0.26%
Ba Sports Nutrition, LLC NY$14.6M · 0.19%
Krinos Foods, LLC NY$14.5M · 0.02%
Nebraskaland, Inc. NY$14.2M · 0.23%
J & D Brush Associates, LLC NY$14.1M · 0.41%
Argo Turboserve Corporation NY$14.1M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800617350 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.