Plan Ledger DOL Form 5500 · updated monthly

Walker Center, LP401(k)

ADVANTAGE COMPANIES 401K PLAN · BUFFALO, NY · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Walker Center, LP reported $10,665 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $167 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 0.13% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New York (3,425th of 5,648), and the 2,382nd of 5,215 in retail trade. In 2024, employees put in $7.72 for every $1.00 the employer contributed; active participation has grown from 175 to 398 since 2022.

Plan summary
Net assets, end of year$11,337,436
Participants with balances116
Active participants398
Employer contributions$66,510
Employee contributions$513,327
Employer contribution per active participant$167
Average account balance$97,737
Benefits paid to participants$862,401
Plan auditUnmodified (clean) audit opinion
AuditorCHIAMPOU TRAVIS BESAW KERSHNER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.3M · 116 accts · $67K emplr
2023$9.9M · 119 accts · $62K emplr
2022$7.9M · 113 accts · $55K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,665
Total administrative$10,665
The Walker Center, LP 401(k) match · 2024
Employer contribution per active participant$167
Median for plans this size$2,416
2024$167 per active participant
2023$337 per active participant
2022$312 per active participant

Walker Center, LP'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
PPS PENSION SERVICES, INC. · Contract administrator$3,050

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$10,665 · 0.10%
2023$7,890 · 0.09%
2022$11,125 · 0.13%
Similar plansRetail Trade · New York
Alpin Haus Ski Shop, Inc. NY$11.5M · 0.28%
The Premier Collection, LLC NY$11.5M · 0.22%
Exxpress Tire, LLC NY$11.3M · 0.99%
Peck's Market, Inc. NY$11.2M · 0.01%
C. Basil Ford, Inc. NY$11.0M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161444205 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.