Plan Ledger DOL Form 5500 · updated monthly

Tarter Companies401(k)

TARTER COMPANIES 401(K) PLAN · DUNNVILLE, KY · plan year 2022

Reported admin expense ratio · 2022
0.08%

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

Tarter Companies reported $11,537 in plan administrative expenses for 2022: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $343 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is the 424th-largest of 871 plans among Kentucky employers on file, and 8,018th of 13,661 in manufacturing. In 2022, employees put in $2.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,046,447
Participants with balances335
Active participants923
Employer contributions$316,700
Employee contributions$797,857
Employer contribution per active participant$343
Average account balance$35,960
Benefits paid to participants$2,025,956
Plan auditUnmodified (clean) audit opinion
AuditorMCM CPAS & ADVISORS LLP
Administrative expenses, itemized · 2022
Professional / advisory$11,537
Total administrative$11,537
The Tarter Companies 401(k) match · 2022
Employer contribution per active participant$343
Median for plans this size$2,266

Tarter Companies's 2022 employer contribution ran below the $2,266 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$11,537 · 0.08%
Similar plansManufacturing · Kentucky
Champion Petfoods USA Inc. KY$13.2M · 0.37%
Zeochem, LLC KY$12.1M · 0.40%
Bonfiglioli USA KY$11.9M · 0.53%
Tarter Management KY$11.4M · 0.35%
Fabricated Metals, LLC KY$11.4M · 0.58%
Phoenix Paper Wickliffe LLC KY$11.2M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610977729 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.