Plan Ledger DOL Form 5500 · updated monthly

The Edrington Group USA, LLC401(k)

EDRINGTON AMERICAS 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

The Edrington Group USA, LLC reported $7,030 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,024 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 rose from 0.01% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,498th-largest of 5,648 plans among New York employers on file, and the 488th of 3,341 in other services. In 2024, the employer put in $1.34 for every $1.00 employees contributed themselves; active participation has grown from 183 to 280 since 2022.

Plan summary
Net assets, end of year$44,061,251
Participants with balances375
Active participants280
Employer contributions$3,086,705
Employee contributions$2,298,605
Employer contribution per active participant$11,024
Average account balance$117,497
Benefits paid to participants$1,893,172
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$44.1M · 375 accts · $3.1M emplr
2023$34.5M · 329 accts · $2.5M emplr
2022$25.7M · 262 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,030
Total administrative$7,030
The The Edrington Group USA, LLC 401(k) match · 2024
Employer contribution per active participant$11,024
Median for plans this size$2,416
2024$11,024 per active participant
2023$10,518 per active participant
2022$11,065 per active participant

The Edrington Group USA, LLC's 2024 employer contribution ran above the $2,416 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
ANTHEM FINANCIAL SERVICESindirect comp
ASSOCIATED PENSION CONSULTANTS · Other servicesindirect comp

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

Administrative cost history3
2024$7,030 · 0.02%
2023$2,790 · 0.01%
2022$1,905 · 0.01%
Same employer
Similar plansOther Services · New York
Jewish National Fund, Inc. NY$46.1M · 0.35%
Unitex Textile Services LLC NY$43.1M · 0.04%
Welllife Network Inc. NY$41.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680677290 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.