Plan Ledger DOL Form 5500 · updated monthly

Toli Management Corp. dba McDonalds401(k)

TOLI MANAGEMENT CORP DBA MCDONALD'S 401(K) PLAN · BRONX, NY · plan year 2024

Reported admin expense ratio · 2024
2.58%

Toli Management Corp. dba McDonalds reported $31,200 in plan administrative expenses for 2024: 2.58% of average plan assets, higher than ~90% of peers. 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 2.58%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in New York (5,279th of 5,648), and 1,630th of 2,240 in accommodation & food services. active participation has shrunk from 622 to 464 since 2022.

Plan summary
Net assets, end of year$1,265,959
Participants with balances445
Active participants464
Employer contributions—
Employee contributions$74,989
Employer contribution per active participant—
Average account balance$2,845
Benefits paid to participants$78,834
Plan auditUnmodified (clean) audit opinion
AuditorLAUFER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$1.3M · 445 accts
2023$1.2M · 483 accts
2022$948K · 538 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,743
Investment management$4,457
Total administrative$31,200
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 · 20245
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$17,068
TRANSAMERICA FINANCIAL LIFE INS · Recordkeeping · Loan processing$9,675
WELLS FARGO ADVISORS LLC · Investment advisory (plan)$2,742
RAYMOND JAMES FINANCIAL SERVICES · Investment advisory (plan)$1,441
RPA FINANCIAL LLC · Investment advisory (plan)$274

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

Recordkeeper by year2
2024ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2023ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica

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Administrative cost history3
2024$31,200 · 2.58%
2023$27,441 · 2.61%
2022$27,099 · 2.70%
Similar plansAccommodation & Food Services · New York
Root 2 LLC NY$1.4M · 1.33%
Chh, LLC NY$1.2M · 1.09%
Lixi Nanuet, Inc. NY$1.1M · 0.78%
Salvatore Properties, LLC NY$1.1M · 1.43%
George Super Topco LLC NY$935K · 1.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113200700 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.