Plan Ledger DOL Form 5500 · updated monthly

Tag Worldwide (USA) Inc.401(k)

TAG WORLDWIDE (USA) INC. 401(K) SAVINGS PLAN · UNITED STATES, NY · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Tag Worldwide (USA) Inc. reported $31,169 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,190 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 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,722nd-largest of 5,648 plans among New York employers on file, and the 3,564th of 11,654 in professional & technical services. In 2024, employees put in $2.79 for every $1.00 the employer contributed; active participation has shrunk from 383 to 342 since 2022.

Plan summary
Net assets, end of year$36,408,833
Participants with balances345
Active participants342
Employer contributions$1,090,839
Employee contributions$3,045,287
Employer contribution per active participant$3,190
Average account balance$105,533
Benefits paid to participants$3,719,647
Plan auditUnmodified (clean) audit opinion
AuditorMILLER COOPER
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$36.4M · 345 accts · $1.1M emplr
2023$31.3M · 353 accts · $1.1M emplr
2022$24.8M · 346 accts · $3.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,415
Investment management$15,754
Total administrative$31,169
The Tag Worldwide (USA) Inc. 401(k) match · 2024
Employer contribution per active participant$3,190
Median for plans this size$2,416
2024$3,190 per active participant
2023$2,918 per active participant
2022$8,267 per active participant

Tag Worldwide (USA) Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$15,754
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$15,415

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

Administrative cost history4
2025Not separately reported
2024$31,169 · 0.09%
2023$22,294 · 0.08%
2022$23,752 · 0.10%
Same employer
Similar plansProfessional & Technical Services · New York
Ds Hopkins Holdings LLC NY$37.4M · 0.19%
Rubenstein Associates, Inc. NY$37.2M · 0.02%
Alphasense, Inc. NY$37.0M · 0.49%
Stemline Therapeutics, Inc. NY$36.8M · 0.03%
Harding Mazzotti, LLP NY$36.4M · 0.01%
Chasedesign, LLC NY$36.1M · 0.21%
Alphasights, Inc. NY$35.5M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510398510 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.