Plan Ledger DOL Form 5500 · updated monthly

West Point Tours, Inc.401(k)

WEST POINT TOURS, INC. 401(K) RETIREMENT PLAN · VAILS GATE, NY · plan year 2022

Reported admin expense ratio · 2022
0.53%

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

West Point Tours, Inc. reported $19,794 in plan administrative expenses for 2022: 0.53% of average plan assets, above the peer median. Employer contributions averaged $169 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 transportation & warehousing employers. By assets it is among the smaller plans on file in New York (4,779th of 5,648), and 1,849th of 2,677 in transportation & warehousing. In 2022, employees put in $9.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,532,549
Participants with balances94
Active participants209
Employer contributions$35,274
Employee contributions$352,454
Employer contribution per active participant$169
Average account balance$37,580
Benefits paid to participants$244,638
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$19,794
Total administrative$19,794
The West Point Tours, Inc. 401(k) match · 2022
Employer contribution per active participant$169
Median for plans this size$1,114

West Point Tours, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$19,794 · 0.53%
Similar plansTransportation & Warehousing · New York
Rolling V Bus Corp NY$4.2M · 0.84%
Airsea Packing Group Inc. NY$3.5M · 1.08%
A-Verdi Cos LLC NY$2.7M · 1.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141302016 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.