Plan Ledger DOL Form 5500 · updated monthly

Perry's Ice Cream Company401(k)

401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF PERRY'S ICE CREAM COMPANY, INC. · AKRON, NY · plan year 2025

Reported admin expense ratio · 2025
0.09%

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

Perry's Ice Cream Company reported $41,449 in plan administrative expenses for 2025: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,935 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 3 years on file its reported administrative ratio rose from 0.07% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,482nd-largest of 5,648 plans among New York employers on file, and the 3,411th of 13,661 in manufacturing. In 2025, employees put in $2.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$44,710,398
Participants with balances303
Active participants402
Employer contributions$778,061
Employee contributions$1,706,385
Employer contribution per active participant$1,935
Average account balance$147,559
Benefits paid to participants$8,130,790
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$44.7M · 303 accts · $778K emplr
2024$43.9M · 321 accts · $795K emplr
2023$38.8M · 315 accts · $760K emplr
2022$33.6M · 317 accts · $699K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$3,469
Investment management$37,980
Total administrative$41,449
The Perry's Ice Cream Company 401(k) match · 2025
Employer contribution per active participant$1,935
Median for plans this size$2,666
2025$1,935 per active participant
2024$1,935 per active participant
2023$1,671 per active participant
2022$1,603 per active participant

Perry's Ice Cream Company's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
STRATEGIC ADVISORS INC · Investment advisory (plan)$37,981
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,469

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

Administrative cost history4
2025$41,449 · 0.09%
2024$35,664 · 0.09%
2023$29,484 · 0.08%
2022$24,603 · 0.07%
Same employer
Similar plansManufacturing · New York
Gorbel, Inc. NY$45.1M · 0.15%
Gutchess Lumber Co., Inc. NY$44.7M · 0.16%
Rubies II, LLC NY$44.4M · 0.18%
Teijin Holdings USA (Thus) NY$43.1M · 0.03%
Jacques Moret, Inc. NY$42.8M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160711501 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.