Plan Ledger DOL Form 5500 · updated monthly

Tabor Street Group, LLC401(k)

TABORSTREET 401(K) RETIREMENT PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Tabor Street Group, LLC reported $239,619 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,395 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 $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 72nd-largest of 565 plans among Nebraska employers on file, and the 461st of 4,246 in wholesale trade. In 2024, employees put in $2.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$90,716,456
Participants with balances1,040
Active participants833
Employer contributions$1,995,137
Employee contributions$5,747,322
Employer contribution per active participant$2,395
Average account balance$87,227
Benefits paid to participants$9,596,517
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$139,922
Investment management$74,804
Audit (IQPA)$20,475
Total administrative$239,619
The Tabor Street Group, LLC 401(k) match · 2024
Employer contribution per active participant$2,395
Median for plans this size$3,635

Tabor Street Group, LLC's 2024 employer contribution ran below the $3,635 median for plans its size. 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 · 20243
JOHN HANCOCK · Recordkeeping · Loan processing$144,726
D.A. DAVIDSON COMPANIES · Investment management$70,000
RSM US LLP · Accounting / audit$20,475

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

Administrative cost history1
2024$239,619 · 0.28%
Same employer
Similar plansWholesale Trade · Nebraska
The Scoular Company NE$165.7M · 0.06%
Nmc Group, Inc. NE$79.3M · 0.35%
Amcon Distributing Company NE$75.8M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 821743949 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.