Plan Ledger DOL Form 5500 · updated monthly

Tabacalera USA Inc.401(k)

TABACALERA USA RETIREMENT PLAN · FT LAUDERDALE, FL · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Tabacalera USA Inc. reported $86,065 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $1,245 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 2 years on file its reported administrative ratio rose from 0.20% to 0.37%. 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 951st-largest of 3,644 plans among Florida employers on file, and the 1,584th of 4,246 in wholesale trade. In 2024, employees put in $1.62 for every $1.00 the employer contributed; active participation has grown from 468 to 806 since 2022.

Plan summary
Net assets, end of year$24,905,755
Participants with balances341
Active participants806
Employer contributions$1,003,856
Employee contributions$1,629,584
Employer contribution per active participant$1,245
Average account balance$73,037
Benefits paid to participants$2,470,865
Plan auditUnmodified (clean) audit opinion
AuditorCOHNREZNICK,LLP
Plan history3
Yearassets · accounts · employer contribution
2024$24.9M · 341 accts · $1.0M emplr
2023$21.8M · 340 accts · $964K emplr
2022$18.9M · 318 accts · $946K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,226
Investment management$35,839
Total administrative$86,065
The Tabacalera USA Inc. 401(k) match · 2024
Employer contribution per active participant$1,245
Median for plans this size$2,416
2024$1,245 per active participant
2023$2,100 per active participant
2022$2,022 per active participant

Tabacalera USA 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$50,226
MERCER INVESTMENT MANAGEMENT INC · Investment advisory (plan)$33,750

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

Administrative cost history3
2024$86,065 · 0.37%
2023$117,692 · 0.58%
2022$36,938 · 0.20%
Same employer
Similar plansWholesale Trade · Florida
Wetherill Associates, Inc. FL$27.3M · 0.02%
Intradeco, Inc. FL$26.9M · 0.36%
Aersale FL$25.0M · 0.09%
Chadwell Supply, Inc. FL$24.1M · 1.01%
Jazwares, LLC FL$22.1M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300884509 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.