Plan Ledger DOL Form 5500 · updated monthly

Warren Trask Company, Inc.401(k)

WARREN TRASK COMPANY 401(K) PLAN · LAKEVILLE, MA · plan year 2022

Reported admin expense ratio · 2022
0.61%

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

Warren Trask Company, Inc. reported $36,417 in plan administrative expenses for 2022: 0.61% of average plan assets, above the peer median. Employer contributions averaged $2,002 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Massachusetts (2,273rd of 2,726), and 3,574th of 4,246 in wholesale trade. In 2022, employees put in $2.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,454,676
Participants with balances81
Active participants126
Employer contributions$252,280
Employee contributions$533,069
Employer contribution per active participant$2,002
Average account balance$67,342
Benefits paid to participants$506,661
Plan auditUnmodified (clean) audit opinion
AuditorCITRIN COOPERMAN LLP & CO
The Warren Trask Company, Inc. 401(k) match · 2022
Employer contribution per active participant$2,002
Median for plans this size$1,114

Warren Trask Company, Inc.'s 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$36,417 · 0.61%
Similar plansWholesale Trade · Massachusetts
McCue Corporation MA$6.4M · 0.68%
Mid City Steel Corp. MA$6.2M · 0.02%
Door Systems, Inc MA$3.8M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810690136 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.