Plan Ledger DOL Form 5500 · updated monthly

Transitowne Dodge Associates LP401(k)

TRANSITOWNE DODGE 401(K) PLAN · WILLIAMSVILLE, NY · plan year 2023

Reported admin expense ratio · 2023
0.55%

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

Transitowne Dodge Associates LP reported $47,815 in plan administrative expenses for 2023: 0.55% of average plan assets, above the peer median. Employer contributions averaged $215 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 has held roughly steady near 0.55%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New York (3,773rd of 5,648), and 2,852nd of 5,215 in retail trade. In 2023, employees put in $14.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,923,062
Participants with balances99
Active participants149
Employer contributions$32,042
Employee contributions$470,938
Employer contribution per active participant$215
Average account balance$90,132
Benefits paid to participants$998,017
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$8.9M · 99 accts · $32K emplr
2022$8.4M · 110 accts · $30K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$24,515
Investment management$23,300
Total administrative$47,815
The Transitowne Dodge Associates LP 401(k) match · 2023
Employer contribution per active participant$215
Median for plans this size$1,308
2023$215 per active participant
2022$212 per active participant

Transitowne Dodge Associates LP's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$8,528
PPS PENSION & FINANCIAL SERVICES · Recordkeeping · Loan processing$1,195
SANDHILL INVESTMENT MANAGEMENT · Investment advisory (plan)$14,815

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

Administrative cost history2
2023$47,815 · 0.55%
2022$51,123 · 0.54%
Similar plansRetail Trade · New York
Hill & Markes, LLC. NY$9.2M · 0.30%
Pipes & Shaw LLC NY$8.9M · 0.08%
Adorama Inc. NY$8.7M · 0.57%
Artsy NY$8.6M · 0.03%
Dutchess Cars LLC NY$8.6M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161397551 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.