Plan Ledger DOL Form 5500 · updated monthly

Renzi Bros., Inc.401(k)

RENZI BROS., INC. 401(K) · WATERTOWN, NY · plan year 2022

Reported admin expense ratio · 2022
0.38%

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

Renzi Bros., Inc. reported $40,420 in plan administrative expenses for 2022: 0.38% of average plan assets, above the peer median. Employer contributions averaged $948 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in New York (3,605th of 5,648), and 2,912th of 4,246 in wholesale trade. In 2022, employees put in $3.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,048,225
Participants with balances170
Active participants287
Employer contributions$272,182
Employee contributions$867,898
Employer contribution per active participant$948
Average account balance$59,107
Benefits paid to participants$404,053
Plan auditUnmodified (clean) audit opinion
AuditorBOWERS COMPANY, PLLC
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $161K emplr
2022$10.0M · 170 accts · $272K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$18,355
Investment management$22,065
Total administrative$40,420
The Renzi Bros., Inc. 401(k) match · 2022
Employer contribution per active participant$948
Median for plans this size$2,266

Renzi Bros., Inc.'s 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$40,420 · 0.38%
Similar plansWholesale Trade · New York
Felix Storch Inc. NY$10.3M · 0.65%
Clifford Fuel Co, Inc. NY$10.1M · 0.48%
Special Materials Company NY$9.8M · 0.04%
Thruway Fasteners, Inc NY$9.5M · 0.59%
Moroccanoil, Inc NY$9.4M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161610963 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.