Plan Ledger DOL Form 5500 · updated monthly

Robert James Sales, Inc.401(k)

ROBERT JAMES SALES, INC 401(K) PLAN · CHEEKTOWAGA, NY · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Robert James Sales, Inc. reported $33,154 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $964 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 has held roughly steady near 0.213%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,790th-largest of 5,648 plans among New York employers on file, and 2,204th of 4,246 in wholesale trade. In 2024, employees put in $4.16 for every $1.00 the employer contributed; active participation has grown from 128 to 143 since 2022.

Plan summary
Net assets, end of year$16,640,126
Participants with balances133
Active participants143
Employer contributions$137,909
Employee contributions$573,798
Employer contribution per active participant$964
Average account balance$125,114
Benefits paid to participants$968,947
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.6M · 133 accts · $138K emplr
2023$14.4M · 137 accts · $161K emplr
2022$11.6M · 132 accts · $157K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$750
Investment management$32,404
Total administrative$33,154
The Robert James Sales, Inc. 401(k) match · 2024
Employer contribution per active participant$964
Median for plans this size$2,416
2024$964 per active participant
2023$1,233 per active participant
2022$1,228 per active participant

Robert James Sales, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ASCENSUS LLC · Recordkeeping · Loan processing$750
LC MORGAN STANLEY · Investment advisory (plan)$32,404

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$33,154 · 0.21%
2023$26,269 · 0.20%
2022$28,793 · 0.21%
Same employer
Similar plansWholesale Trade · New York
Touton Holdings, LTD NY$17.1M · 0.61%
Sfi Aip Holdings, LLC NY$16.7M · 0.28%
Casper Sleep Inc. NY$16.5M · 0.05%
Cleaner's Supply Inc. NY$16.4M · 0.13%
Polymedco, Inc. NY$16.3M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160993857 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.