Plan Ledger DOL Form 5500 · updated monthly

Stoler of Westbury, Inc.401(k)

STOLER OF WESTBURY, INC. 401(K) PLAN · WESTBURY, NY · plan year 2024

Reported admin expense ratio · 2024
0.44%

Stoler of Westbury, Inc. reported $32,481 in plan administrative expenses for 2024: 0.44% of average plan assets, below the peer median. 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 0.39% to 0.44%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New York (3,918th of 5,648), and 3,046th of 5,215 in retail trade.

Plan summary
Net assets, end of year$7,981,474
Participants with balances189
Active participants264
Employer contributions—
Employee contributions$1,107,298
Employer contribution per active participant—
Average account balance$42,230
Benefits paid to participants$977,564
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 189 accts
2023$6.9M · 192 accts
2022$5.3M · 182 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,375
Investment management$10,106
Total administrative$32,481
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
ASSOCIATED PENSION CONSULTANTS, INC · Recordkeeping$20,965
LINCOLN NATIONAL CORPORATION · Contract administrator$11,516

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

Recordkeeper by year2
2024ASSOCIATED PENSION CONSULTANTS, INC
2023ASSOCIATED PENSION CONSULTANTS, INC

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Administrative cost history3
2024$32,481 · 0.44%
2023$25,100 · 0.41%
2022$21,077 · 0.39%
Similar plansRetail Trade · New York
Buffalo Pharmacies Inc. NY$8.2M · 0.29%
Riverhead Auto Mall NY$8.2M · 0.93%
Tates Bake Shop, Inc. NY$8.1M · 0.15%
Himatsingka America, Inc. NY$8.1M · 0.09%
Eataly USA, LLC NY$7.8M · 0.62%
Ruge's Auto Group, Inc. NY$7.6M · 1.02%
Depaula Chevrolet, Inc. NY$7.3M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453183725 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.