Plan Ledger DOL Form 5500 · updated monthly

Tuckahoe Holdings, LLC401(k)

TUCKAHOE HOLDINGS 401(K) PLAN · RICHMOND, VA · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Tuckahoe Holdings, LLC reported $126,384 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $593 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 1.02% to 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 672nd-largest of 2,266 plans among Virginia employers on file, and the 346th of 786 in management of companies. In 2024, employees put in $2.43 for every $1.00 the employer contributed; active participation has grown from 1,827 to 2,291 since 2022.

Plan summary
Net assets, end of year$33,924,278
Participants with balances866
Active participants2,291
Employer contributions$1,359,114
Employee contributions$3,304,027
Employer contribution per active participant$593
Average account balance$39,174
Benefits paid to participants$3,402,600
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.9M · 866 accts · $1.4M emplr
2023$16.9M · 819 accts · $717K emplr
2022$13.1M · 1,155 accts · $709K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$94,784
Investment management$31,600
Total administrative$126,384
The Tuckahoe Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$593
Median for plans this size$2,416
2024$593 per active participant
2023$313 per active participant
2022$388 per active participant

Tuckahoe Holdings, LLC's 2024 employer contribution ran below the $2,416 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
ASCENSUS LLC · Loan processing · Recordkeeping$95,128
ONE DIGITAL INVESTMENT ADV. · Investment advisory (plan)$31,600

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$126,384 · 0.50%
2023$106,052 · 0.71%
2022$135,906 · 1.02%
Same employer
Similar plansManagement of Companies · Virginia
Primis Bank VA$44.4M · 0.65%
The United Company VA$42.2M · 0.30%
L. M. Sandler & Sons, Inc. VA$30.5M · 0.39%
Blue Ridge Bankshares, Inc. VA$26.9M · 0.45%
Railside Enterprises, Inc. VA$17.9M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473268511 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.