Plan Ledger DOL Form 5500 · updated monthly

Tory Burch, LLC401(k)

TORY BURCH, LLC 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Tory Burch, LLC reported $198,846 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $1,236 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 0.27% to 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 695th-largest of 5,648 plans among New York employers on file, and the 329th of 5,215 in retail trade. In 2024, employees put in $2.04 for every $1.00 the employer contributed; active participation has grown from 2,205 to 4,315 since 2022.

Plan summary
Net assets, end of year$117,748,110
Participants with balances1,841
Active participants4,315
Employer contributions$5,333,819
Employee contributions$10,892,540
Employer contribution per active participant$1,236
Average account balance$63,959
Benefits paid to participants$8,781,324
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$117.7M · 1,841 accts · $5.3M emplr
2023$93.8M · 1,844 accts · $4.9M emplr
2022$70.7M · 1,704 accts · $4.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$143,846
Investment management$55,000
Total administrative$198,846
The Tory Burch, LLC 401(k) match · 2024
Employer contribution per active participant$1,236
Median for plans this size$3,635
2024$1,236 per active participant
2023$2,254 per active participant
2022$2,178 per active participant

Tory Burch, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$143,846
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$55,000

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$198,846 · 0.19%
2023$153,983 · 0.19%
2022$203,936 · 0.27%
Same employer
Similar plansRetail Trade · New York
Pcb Piezotronics, Inc. NY$132.0M · 0.18%
Global Industrial Company NY$110.1M · 0.06%
Harry Winston, Inc. NY$96.4M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562384277 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.