Plan Ledger DOL Form 5500 · updated monthly

Winters Bros. Waste Systems of Long Island401(k)

WINTERS BROS. OF LONG ISLAND 401(K) PLAN · WEST BABYLON, NY · plan year 2023

Reported admin expense ratio · 2023
0.76%

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

Winters Bros. Waste Systems of Long Island reported $47,684 in plan administrative expenses for 2023: 0.76% of average plan assets, above the peer median. Employer contributions averaged $3,274 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 22,307 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in New York (4,042nd of 5,648), and the 1,207th of 2,534 in administrative & support services. In 2023, employees put in $1.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,251,581
Participants with balances133
Active participants127
Employer contributions$415,809
Employee contributions$806,224
Employer contribution per active participant$3,274
Average account balance$54,523
Benefits paid to participants$129,327
Plan auditUnmodified (clean) audit opinion
AuditorBDG-CPAS
Plan history2
Yearassets · accounts · employer contribution
2024$0 · $477K emplr
2023$7.3M · 133 accts · $416K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$47,684
Total administrative$47,684
The Winters Bros. Waste Systems of Long Island 401(k) match · 2023
Employer contribution per active participant$3,274
Median for plans this size$1,308

Winters Bros. Waste Systems of Long Island's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$45,583
S B H U LIFE AGENCY INC · Other servicesindirect comp

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

Administrative cost history2
2024Not separately reported
2023$47,684 · 0.76%
Same employer
Similar plansAdministrative & Support Services · New York
Winston Resources, LLC NY$7.7M · 0.26%
Agency Within LLC NY$7.3M · 0.15%
Ntc Marketing, Inc NY$6.7M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611729674 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.