Plan Ledger DOL Form 5500 · updated monthly

Toluna USA, Inc401(k)

TOLUNA USA, INC. 401K PLAN · NORWALK, CT · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Toluna USA, Inc reported $3,337 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,929 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 fell from 0.05% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Connecticut (626th of 1,106), and 1,197th of 2,199 in information & media. In 2024, employees put in $5.52 for every $1.00 the employer contributed; active participation has shrunk from 107 to 83 since 2022.

Plan summary
Net assets, end of year$15,431,195
Participants with balances185
Active participants83
Employer contributions$160,096
Employee contributions$884,236
Employer contribution per active participant$1,929
Average account balance$83,412
Benefits paid to participants$1,386,537
Plan auditUnmodified (clean) audit opinion
AuditorMARCUM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.4M · 185 accts · $160K emplr
2023$13.9M · 182 accts · $143K emplr
2022$11.4M · 183 accts · $114K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,450
Investment management$1,637
Total administrative$3,337
The Toluna USA, Inc 401(k) match · 2024
Employer contribution per active participant$1,929
Median for plans this size$2,416
2024$1,929 per active participant
2023$1,659 per active participant
2022$1,065 per active participant

Toluna USA, Inc's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
NFP RETIREMENT INC$1,637
MARCUM WEALTH, LLCindirect 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$3,337 · 0.02%
2023$6,013 · 0.05%
2022$6,433 · 0.05%
Same employer
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Penny Publications, LLC CT$20.7M · 0.08%
Telaid Industries, Inc. CT$20.6M · 0.20%
Broadcastmed, Inc. CT$16.1M · 0.65%
The Day Publishing Company CT$15.9M · 0.07%
American Republican, Inc. CT$15.1M · 0.10%
Tsunami Tsolutions, LLC CT$10.2M · 0.13%
Protegrity USA, Inc. CT$7.9M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205461944 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.