Plan Ledger DOL Form 5500 · updated monthly

Tarbox Management, LLC401(k)

TARBOX MANAGEMENT, LLC DBA TARBOX TOYOTA 401(K) PLAN · EAST PROVIDENCE, RI · plan year 2022

Reported admin expense ratio · 2022
1.72%

Tarbox Management, LLC reported $32,217 in plan administrative expenses for 2022: 1.72% of average plan assets, higher than ~90% of peers. 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Rhode Island (286th of 286), and 5,213th of 5,215 in retail trade. In 2022, employees put in $4.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23
Participants with balances2
Active participants0
Employer contributions$4,039
Employee contributions$16,673
Employer contribution per active participant—
Average account balance$12
Benefits paid to participants$3,131,860
Plan auditUnmodified (clean) audit opinion
AuditorFEENEY, FOSTER & CAVANAGH CPA'S LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$22,971
Investment management$829
Professional / advisory$8,417
Total administrative$32,217
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$32,217 · 1.72%
Similar plansRetail Trade · Rhode Island
Bald Hill Realty Co RI$3.0M · 0.50%
Quarles II, Inc. RI$2.8M · 0.45%
Met-Cap Management LLC RI$1.9M · 0.03%
Fitness Anywhere LLC CA$564 · 1.07%
Tetra Defense, Inc. WI$184 · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 050491425 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.