Plan Ledger DOL Form 5500 · updated monthly

Windowrama Enterprises, Inc.401(k)

WINDOWRAMA 401(K) PLAN · EDGEWOOD, NY · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Windowrama Enterprises, Inc. reported $80,535 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $2,260 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 3 years on file its reported administrative ratio has held roughly steady near 0.398%. 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 the 2,358th-largest of 5,648 plans among New York employers on file, and the 1,342nd of 5,215 in retail trade. In 2024, employees put in $2.95 for every $1.00 the employer contributed; active participation has shrunk from 205 to 178 since 2022.

Plan summary
Net assets, end of year$22,209,720
Participants with balances160
Active participants178
Employer contributions$402,308
Employee contributions$1,188,290
Employer contribution per active participant$2,260
Average account balance$138,811
Benefits paid to participants$570,202
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.2M · 160 accts · $402K emplr
2023$18.3M · 153 accts · $547K emplr
2022$16.8M · 148 accts · $295K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,273
Investment management$43,262
Total administrative$80,535
The Windowrama Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$2,260
Median for plans this size$2,416
2024$2,260 per active participant
2023$2,989 per active participant
2022$1,438 per active participant

Windowrama Enterprises, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$43,262
ADP, INC. · Loan processing · Recordkeeping$37,273
ADP BROKER-DEALER · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, Bank of America / Merrill
2023ADP, Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$80,535 · 0.40%
2023$81,241 · 0.46%
2022$73,085 · 0.40%
Same employer
Similar plansRetail Trade · New York
Arena Distributors, Inc. NY$23.6M · 0.31%
Pride Tree Holdings, Inc. NY$23.4M · 0.02%
Competition Imports NY$22.9M · 0.58%
G&S Corporation NY$22.6M · 0.08%
Romano Chrysler, Jeep, Inc. NY$22.2M · 0.02%
Steet/Ponte, Inc. NY$21.9M · 0.55%
Christian Louboutin, LLC NY$21.7M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112479299 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.