Plan Ledger DOL Form 5500 · updated monthly

Ted Baker Limited401(k)

TED BAKER LIMITED 401(K) PLAN · NEW YORK, NY · plan year 2023

Reported admin expense ratio · 2023
0.05%

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

Ted Baker Limited reported $3,669 in plan administrative expenses for 2023: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,503 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 1 year on file its reported administrative ratio fell from 0.08% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in New York (3,853rd of 5,648), and 3,141st of 4,246 in wholesale trade. In 2023, employees put in $1.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,434,497
Participants with balances109
Active participants256
Employer contributions$384,881
Employee contributions$518,233
Employer contribution per active participant$1,503
Average account balance$77,381
Benefits paid to participants$926,791
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$8.4M · 109 accts · $385K emplr
2022$7.1M · 97 accts · $354K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,944
Investment management$725
Total administrative$3,669
The Ted Baker Limited 401(k) match · 2023
Employer contribution per active participant$1,503
Median for plans this size$1,308
2023$1,503 per active participant
2022$1,395 per active participant

Ted Baker Limited's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,944

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

Administrative cost history2
2023$3,669 · 0.05%
2022$6,505 · 0.08%
Same employer
Similar plansWholesale Trade · New York
Delta Enterprise Corp. NY$8.5M · 0.72%
Power Drives, Inc. NY$8.3M · 0.66%
Nyc Alliance Group, LLC NY$8.3M · 0.27%
Stoli Group USA, LLC NY$8.1M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133953341 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.