Plan Ledger DOL Form 5500 · updated monthly

The Premier Collection, LLC401(k)

THE PREMIER COLLECTION, LLC 401(K) PLAN · MOUNT KISCO, NY · plan year 2024

Reported admin expense ratio · 2024
0.22%

The Premier Collection, LLC reported $23,755 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. 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 0.39% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New York (3,411th of 5,648), and the 2,361st of 5,215 in retail trade. active participation has grown from 203 to 255 since 2022.

Plan summary
Net assets, end of year$11,455,125
Participants with balances132
Active participants255
Employer contributions—
Employee contributions$1,014,926
Employer contribution per active participant—
Average account balance$86,781
Benefits paid to participants$915,790
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.5M · 132 accts
2023$9.9M · 126 accts
2022$8.2M · 126 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$993
Investment management$22,762
Total administrative$23,755
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 · 20246
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$22,762
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$22,762
ADP, INC. · Recordkeeping$993
ADP, INC. · Recordkeeping$993
ADP BROKER-DEALER · Other servicesindirect comp
ADP BROKER-DEALER · Other servicesindirect 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
2024ADP, Bank of America / Merrill
2023ADP

This plan has changed recordkeepers within these filings. If you left The Premier Collection, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$23,755 · 0.22%
2023$220 · 0.00%
2022$35,429 · 0.39%
Same employer
Similar plansRetail Trade · New York
Moncler USA, Inc NY$11.6M · 0.63%
Alpin Haus Ski Shop, Inc. NY$11.5M · 0.28%
Walker Center, LP NY$11.3M · 0.10%
Exxpress Tire, LLC NY$11.3M · 0.99%
Peck's Market, Inc. NY$11.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134134629 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.