Plan Ledger DOL Form 5500 · updated monthly

Transport Workers Union Local 10401(k)

TRANSPORT WORKERS UNION LOCAL 100 401K PLAN · BROOKLYN, NY · plan year 2023

Reported admin expense ratio · 2023
0.05%

Transport Workers Union Local 10 reported $1,225 in plan administrative expenses for 2023: 0.05% of average plan assets, lower than ~75% 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 1 year on file its reported administrative ratio rose from 0.04% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in New York (4,993rd of 5,648), and 2,000th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$2,619,905
Participants with balances106
Active participants964
Employer contributions—
Employee contributions$422,122
Employer contribution per active participant—
Average account balance$24,716
Benefits paid to participants$155,468
Plan auditUnmodified (clean) audit opinion
AuditorROGOFF & COMPANY PC
Plan history2
Yearassets · accounts · employer contribution
2023$2.6M · 106 accts
2022$2.0M · 100 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,225
Total administrative$1,225
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 · 20232
ADP, INC. · Loan processing · Recordkeeping$1,224
ADP BROKER-DEALER · Other servicesindirect comp

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$1,225 · 0.05%
2022$970 · 0.04%
Similar plansTransportation & Warehousing · New York
Airsea Packing Group Inc. NY$3.5M · 1.08%
A-Verdi Cos LLC NY$2.7M · 1.54%
Relco Systems, Inc. NY$2.4M · 0.39%
Aramex New York LTD NY$2.0M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131395076 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.