Plan Ledger DOL Form 5500 · updated monthly

Wheelbarrow Todd LLC dba Sunday Hospitality401(k)

SUNDAY HOSPITALITY 401(K) PLAN · BROOKLYN, NY · plan year 2024

Reported admin expense ratio · 2024
4.82%

Wheelbarrow Todd LLC dba Sunday Hospitality reported $31,411 in plan administrative expenses for 2024: 4.82% of average plan assets, higher than ~90% 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 3 years on file its reported administrative ratio has held roughly steady near 4.82%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in New York (5,388th of 5,648), and 1,809th of 2,240 in accommodation & food services. active participation has shrunk from 293 to 192 since 2022.

Plan summary
Net assets, end of year$768,879
Participants with balances192
Active participants192
Employer contributions—
Employee contributions$274,931
Employer contribution per active participant—
Average account balance$4,005
Benefits paid to participants$100,196
Plan auditUnmodified (clean) audit opinion
AuditorCURRAN & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$769K · 192 accts
2023$535K · 475 accts
2022$324K · 389 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,264
Investment management$3,147
Total administrative$31,411
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 · 20241
VESTWELL · Contract administrator · Investment advisory (plan)indirect comp

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$31,411 · 4.82%
2023$30,749 · 7.15%
2022$12,671 · 4.70%
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Source: U.S. Department of Labor, Form 5500 series, EIN 842904774 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.