Plan Ledger DOL Form 5500 · updated monthly

Tarte, Inc.401(k)

TARTE, INC. 401(K) RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Tarte, Inc. reported $48,031 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $3,177 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 2 years on file its reported administrative ratio fell from 0.40% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,341st-largest of 5,648 plans among New York employers on file, and the 1,718th of 4,246 in wholesale trade. In 2024, employees put in $2.12 for every $1.00 the employer contributed; active participation has grown from 240 to 298 since 2022.

Plan summary
Net assets, end of year$22,497,718
Participants with balances315
Active participants298
Employer contributions$946,804
Employee contributions$2,005,562
Employer contribution per active participant$3,177
Average account balance$71,421
Benefits paid to participants$1,017,200
Plan auditUnmodified (clean) audit opinion
AuditorWS CPAS P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$22.5M · 315 accts · $947K emplr
2023$17.3M · 285 accts · $830K emplr
2022$12.6M · 272 accts · $710K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,031
Total administrative$48,031
The Tarte, Inc. 401(k) match · 2024
Employer contribution per active participant$3,177
Median for plans this size$2,416
2024$3,177 per active participant
2023$2,893 per active participant
2022$2,959 per active participant

Tarte, 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 · 20244
LINCOLN NATIONAL CORPORATION · Contract administrator · Recordkeeping$37,947
CONCIERGE RETIREMENT SERVICES INC · Other servicesindirect comp
VOYA RETIREMENT INS AND ANNUITY CO · Investment advisory (plan)indirect comp
MORNINGSTAR · Investment advisory (plan)indirect comp

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

Recordkeeper by year2
2024Lincoln Financial
2023Lincoln Financial

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$48,031 · 0.24%
2023$60,772 · 0.41%
2022$52,734 · 0.40%
Same employer
Similar plansWholesale Trade · New York
Imperial Pools, Inc. NY$23.6M · 0.61%
S&K Distribution, LLC NY$23.2M · 0.41%
Dreamwear Inc. NY$22.9M · 0.21%
Arc-Com Fabrics, Inc. NY$22.2M · 0.27%
Cowtan & Tout, Inc. NY$21.6M · 0.13%
Banfi Products Corporation NY$21.5M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134085665 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.