Plan Ledger DOL Form 5500 · updated monthly

Pride Tree Holdings, Inc.401(k)

PRIDE TREE HOLDINGS, INC. 401(K) SAVINGS PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Pride Tree Holdings, Inc. reported $3,723 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,686 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 0.020% to 0.016%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 2,287th-largest of 5,648 plans among New York employers on file, and the 1,286th of 5,215 in retail trade. In 2024, employees put in $1.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,378,670
Participants with balances278
Active participants94
Employer contributions$440,490
Employee contributions$748,008
Employer contribution per active participant$4,686
Average account balance$84,096
Benefits paid to participants$2,994,374
Plan auditUnmodified (clean) audit opinion
AuditorFIONDELLA, MILONE & LASARACINA, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$23.4M · 278 accts · $440K emplr
2023$22.4M · 298 accts · $356K emplr
2022$19.1M · 294 accts · $295K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$156
Investment management$3,567
Total administrative$3,723
The Pride Tree Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$4,686
Median for plans this size$2,416
2024$4,686 per active participant
2023$3,565 per active participant
2022$2,865 per active participant

Pride Tree Holdings, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$156

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$3,723 · 0.02%
2023$3,837 · 0.02%
2022$4,237 · 0.02%
Same employer
Similar plansRetail Trade · New York
Phillips Auctioneers, LLC NY$24.1M · 0.45%
Paraco Gas Corporation NY$24.0M · 0.56%
L'Occitane, Inc. NY$23.7M · 0.58%
Arena Distributors, Inc. NY$23.6M · 0.31%
Competition Imports NY$22.9M · 0.58%
G&S Corporation NY$22.6M · 0.08%
Romano Chrysler, Jeep, Inc. NY$22.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352464347 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.