Plan Ledger DOL Form 5500 · updated monthly

Remy Cointreau USA Inc.401(k)

REMY COINTREAU USA INC. 401(K) SAFE HARBOR PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Remy Cointreau USA Inc. reported $163,614 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $7,777 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 0.19% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,021st-largest of 5,648 plans among New York employers on file, and the 559th of 4,246 in wholesale trade. In 2024, employees put in $1.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$73,759,953
Participants with balances383
Active participants223
Employer contributions$1,734,184
Employee contributions$2,460,862
Employer contribution per active participant$7,777
Average account balance$192,585
Benefits paid to participants$12,118,580
Plan auditUnmodified (clean) audit opinion
AuditorCROWE, LLP
Plan history2
Yearassets · accounts · employer contribution
2024$73.8M · 383 accts · $1.7M emplr
2022$62.2M · 372 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$105,481
Investment management$58,133
Total administrative$163,614
The Remy Cointreau USA Inc. 401(k) match · 2024
Employer contribution per active participant$7,777
Median for plans this size$3,635
2024$7,777 per active participant
2022$12,469 per active participant

Remy Cointreau USA Inc.'s 2024 employer contribution ran above the $3,635 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 · 20246
AXA ADVISORS LLC · Investment advisory (plan)$25,576
AMPF HOLDING CORPORATION DBA AMERIP · Investment advisory (plan)$11,394
LPL FINANCIAL · Investment advisory (plan)$10,230
EMPOWER ADVISORY GROUP, LLC · Investment management$6,982
AMERIPRISE FINANCIAL INC DBA COLUMB · Investment advisory (plan)$3,951

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

Administrative cost history2
2024$163,614 · 0.22%
2022$138,941 · 0.19%
Similar plansWholesale Trade · New York
Baillie Lumber Co., L.P. NY$78.8M · 0.11%
Parts Authority LLC NY$77.5M · 0.52%
P. Kaufmann, Inc. NY$76.1M · 0.27%
Laerdal Medical Corporation NY$69.8M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132915545 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.