Plan Ledger DOL Form 5500 · updated monthly

Willet Dairy, LLC401(k)

OVERVIEW BUSINESS HOLDINGS, LLC 401(K) PLAN · KING FERRY, NY · plan year 2022

Reported admin expense ratio · 2022
0.33%

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

Willet Dairy, LLC reported $10,038 in plan administrative expenses for 2022: 0.33% of average plan assets, below the peer median. Employer contributions averaged $663 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 manufacturing employers. By assets it is among the smaller plans on file in New York (4,950th of 5,648), and 12,382nd of 13,661 in manufacturing. In 2022, employees put in $1.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,826,523
Participants with balances41
Active participants111
Employer contributions$73,562
Employee contributions$103,445
Employer contribution per active participant$663
Average account balance$68,940
Benefits paid to participants$62,389
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$10,038
Total administrative$10,038
The Willet Dairy, LLC 401(k) match · 2022
Employer contribution per active participant$663
Median for plans this size$1,114

Willet Dairy, LLC's 2022 employer contribution ran below the $1,114 median for plans its size. 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$10,038 · 0.33%
Same employer
Similar plansManufacturing · New York
Cannon Industries, Inc. NY$2.9M · 0.29%
I Spiewak & Sons Inc NY$2.9M · 0.31%
Mini Graphics Inc NY$2.8M · 0.22%
Maco Bag Corporation NY$2.7M · 0.98%
Weco Manufacturing Group NY$2.7M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161453541 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.