Plan Ledger DOL Form 5500 · updated monthly

Totes Isotoner Corporation401(k)

TOTES ISOTONER CORPORATION RETIREMENT SAVINGS PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Totes Isotoner Corporation reported $30,433 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,987 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 0.03% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 785th-largest of 3,295 plans among Ohio employers on file, and the 1,052nd of 4,246 in wholesale trade. In 2024, employees put in $2.72 for every $1.00 the employer contributed; active participation has shrunk from 167 to 137 since 2022.

Plan summary
Net assets, end of year$39,211,005
Participants with balances290
Active participants137
Employer contributions$409,186
Employee contributions$1,114,925
Employer contribution per active participant$2,987
Average account balance$135,210
Benefits paid to participants$5,707,934
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.2M · 290 accts · $409K emplr
2023$37.7M · 309 accts · $374K emplr
2022$32.8M · 313 accts · $347K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,042
Investment management$6,000
Total administrative$30,433
The Totes Isotoner Corporation 401(k) match · 2024
Employer contribution per active participant$2,987
Median for plans this size$2,416
2024$2,987 per active participant
2023$2,229 per active participant
2022$2,080 per active participant

Totes Isotoner Corporation's 2024 employer contribution ran above 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 · 20242
THE VANGUARD GROUP INC. · Recordkeeping · Loan processing$24,433
LPL FINANCIAL - RPCP · Investment advisory (participants)$6,000

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$30,433 · 0.08%
2023$11,771 · 0.03%
2022$11,848 · 0.03%
Same employer
Similar plansWholesale Trade · Ohio
Truland Equipment, LLC OH$44.7M · 0.48%
Famous Enterprises, Inc. OH$44.6M · 0.53%
Partssource, Inc. OH$39.0M · 0.43%
Midwest Tape, LLC OH$38.9M · 0.42%
Barentz North America, LLC OH$38.3M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310405270 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.