Plan Ledger DOL Form 5500 · updated monthly

Talerico Martin Corporation401(k)

TALERICO MARTIN CORPORATION 401(K) PROFIT SHARING PLAN & TRUST · SUMMIT, IL · plan year 2022

Reported admin expense ratio · 2022
2.35%

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

Talerico Martin Corporation reported $1,473 in plan administrative expenses for 2022: 2.35% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Illinois (3,667th of 3,702), and 5,180th of 5,215 in retail trade.

Plan summary
Net assets, end of year$78,081
Participants with balances9
Active participants280
Employer contributions$0
Employee contributions$38,498
Employer contribution per active participant$0
Average account balance$8,676
Benefits paid to participants$13,911
Plan auditUnmodified (clean) audit opinion
AuditorROCHE, SCHOLZ, ROCHE, & WALSH, LTD.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,473
Total administrative$1,473
The Talerico Martin Corporation 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Talerico Martin Corporation's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,473 · 2.35%
Same employer
Similar plansRetail Trade · Illinois
Hari Donuts Batavia Inc. IL$120K · 0.17%
Kildeer Advisors, Inc. IL$112K · 1.25%
The Standard Market LLC IL$84K · 4.27%
Javin, Inc. IL$37K · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363324606 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.