Plan Ledger DOL Form 5500 · updated monthly

Tahari LLC401(k)

TAHARI LTD. EMPLOYEE SAVINGS PLAN AND TRUST · MILLBURN, NJ · plan year 2023

Reported admin expense ratio · 2023
0.34%

Tahari LLC reported $50,092 in plan administrative expenses for 2023: 0.34% of average plan assets, above 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 has held roughly steady near 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in New Jersey (1,251st of 2,419), and 7,083rd of 13,661 in manufacturing.

Plan summary
Net assets, end of year$15,026,154
Participants with balances262
Active participants286
Employer contributions—
Employee contributions$330,290
Employer contribution per active participant—
Average account balance$57,352
Benefits paid to participants$2,092,234
Plan auditUnmodified (clean) audit opinion
AuditorWITHUM SMITH & BROWN'S
Plan history2
Yearassets · accounts · employer contribution
2024$15.0M · 213 accts
2023$15.0M · 262 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$8,509
Investment management$41,583
Total administrative$50,092
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
ALLIANT RETIREMENT SERVICES · Contract administrator · Investment advisory (plan)$39,728
FIDELITY INVESTMENTS · Loan processing$8,509
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$1,854

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

Administrative cost history2
2024$48,723 · 0.32%
2023$50,092 · 0.34%
Similar plansManufacturing · New Jersey
Catelli Brothers, Inc. NJ$15.5M · 0.49%
Evs Metal NJ$15.0M · 0.44%
Elie Tahari, LTD NJ$14.8M · 0.49%
Frederick Goldman, Inc. NJ$14.7M · 0.05%
Coilhose Pneumatics NJ$14.3M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850515032 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.