Plan Ledger DOL Form 5500 · updated monthly

Tauck, Inc.401(k)

TAUCK, INC. 401(K) PROFIT SHARING PLAN · WILTON, CT · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Tauck, Inc. reported $65,741 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,310 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 3 years on file its reported administrative ratio has held roughly steady near 0.063%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 177th-largest of 1,106 plans among Connecticut employers on file, and the 74th of 2,240 in accommodation & food services. In 2024, employees put in $1.36 for every $1.00 the employer contributed; active participation has grown from 429 to 493 since 2022.

Plan summary
Net assets, end of year$112,617,523
Participants with balances641
Active participants493
Employer contributions$3,603,901
Employee contributions$4,904,540
Employer contribution per active participant$7,310
Average account balance$175,690
Benefits paid to participants$5,464,665
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$112.6M · 641 accts · $3.6M emplr
2023$97.0M · 638 accts · $2.9M emplr
2022$79.6M · 595 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,909
Investment management$8,832
Total administrative$65,741
The Tauck, Inc. 401(k) match · 2024
Employer contribution per active participant$7,310
Median for plans this size$3,635
2024$7,310 per active participant
2023$6,151 per active participant
2022$6,266 per active participant

Tauck, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$65,741
CHARLES SCHWAB & CO., INC. · Securities brokerage$101

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$65,741 · 0.06%
2023$54,057 · 0.06%
2022$55,725 · 0.06%
Same employer
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Merritt Hospitality LLC CT$198.2M · 0.28%
The Marcus Corporation WI$125.4M · 0.15%
Flynn Restaurant Group LP OH$118.5M · 0.35%
Las Vegas Sands Corp. NV$117.9M · 0.11%
Raising Cane's USA, LLC TX$108.4M · 0.08%
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Legends Hospitality, LLC NY$105.8M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131368720 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.