Plan Ledger DOL Form 5500 · updated monthly

Scotch & Soda, LLC401(k)

SCOTCH & SODA, LLC 401(K) PLAN · NEW YORK, NY · plan year 2022

Reported admin expense ratio · 2022
0.09%

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

Scotch & Soda, LLC reported $1,799 in plan administrative expenses for 2022: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $265 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New York (5,143rd of 5,648), and 4,686th of 5,215 in retail trade. In 2022, employees put in $1.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,935,717
Participants with balances59
Active participants410
Employer contributions$108,538
Employee contributions$210,991
Employer contribution per active participant$265
Average account balance$32,809
Benefits paid to participants$144,469
Plan auditDisclaimer of opinion
AuditorGOLDSTEIN LIEBERMAN & COMPANY LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,799
Total administrative$1,799
The Scotch & Soda, LLC 401(k) match · 2022
Employer contribution per active participant$265
Median for plans this size$1,114

Scotch & Soda, LLC's 2022 employer contribution ran below the $1,114 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 history1
2022$1,799 · 0.09%
Similar plansRetail Trade · New York
Mixlab, Inc. NY$2.1M · 0.59%
Americas Kids, LLC NY$2.1M · 0.08%
Honest Weight Food Coop NY$2.0M · 0.29%
Dii Enterprises, LLC NY$1.9M · 1.04%
Simple Health, Inc. NY$1.8M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980582055 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.