Plan Ledger DOL Form 5500 · updated monthly

Robert Fox, Inc.401(k)

ROBERT FOX, INC. 401(K) PLAN · MINEOLA, NY · plan year 2023

Reported admin expense ratio · 2023
0.71%

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

Robert Fox, Inc. reported $45,146 in plan administrative expenses for 2023: 0.71% of average plan assets, above the peer median. Employer contributions averaged $372 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 1 year on file its reported administrative ratio rose from 0.61% to 0.71%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New York (4,146th of 5,648), and 3,359th of 5,215 in retail trade. In 2023, employees put in $6.64 for every $1.00 the employer contributed; active participation has grown from 143 to 158 since 2022.

Plan summary
Net assets, end of year$6,570,564
Participants with balances198
Active participants158
Employer contributions$58,721
Employee contributions$389,994
Employer contribution per active participant$372
Average account balance$33,185
Benefits paid to participants$800,050
Plan auditUnmodified (clean) audit opinion
AuditorMACIAS GINI & O'CONNELL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $48K emplr
2023$6.6M · 198 accts · $59K emplr
2022$6.1M · 284 accts · $53K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$14,769
Investment management$30,377
Total administrative$45,146
The Robert Fox, Inc. 401(k) match · 2023
Employer contribution per active participant$372
Median for plans this size$1,308
2023$372 per active participant
2022$369 per active participant

Robert Fox, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
TD AMERITRADE TRUST COMPANY · Contract administrator · Recordkeeping$14,769
UNITED ASSET STRATEGIES INC · Investment advisory (plan)$30,270

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

Recordkeeper by year2
2024TD AMERITRADE TRUST COMPANY
2023TD AMERITRADE TRUST COMPANY

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023$45,146 · 0.71%
2022$40,683 · 0.61%
Same employer
Similar plansRetail Trade · New York
Faherty Brand LLC NY$6.7M · 0.19%
Moores Tire Sales, Inc. NY$6.6M · 0.46%
Live Auctioneers LLC NY$6.5M · 0.49%
Intivity Inc. NY$6.4M · 0.46%
Ed Shults Chevrolet, Inc. NY$6.4M · 0.08%
Amorepacific US, Inc. NY$6.3M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112893886 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.