Plan Ledger DOL Form 5500 · updated monthly

A. J. Letizio Sales & Marketing, Inc.401(k)

A. J. LETIZIO SALES & MARKETING, INC. 401(K) PLAN · WINDHAM, NH · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

A. J. Letizio Sales & Marketing, Inc. reported $39,191 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $2,948 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 196th-largest of 411 plans among New Hampshire employers on file, and 6,173rd of 11,654 in professional & technical services. In 2024, employees put in $4.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,846,754
Participants with balances132
Active participants128
Employer contributions$377,334
Employee contributions$1,569,830
Employer contribution per active participant$2,948
Average account balance$127,627
Benefits paid to participants$1,950,461
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,367
Investment management$7,824
Total administrative$39,191
The A. J. Letizio Sales & Marketing, Inc. 401(k) match · 2024
Employer contribution per active participant$2,948
Median for plans this size$2,416

A. J. Letizio Sales & Marketing, Inc.'s 2024 employer contribution ran above 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$31,367
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,824

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

Administrative cost history1
2024$39,191 · 0.25%
Same employer
Similar plansProfessional & Technical Services · New Hampshire
Vapotherm, Inc. NH$21.9M · 0.62%
Yieldmo, Inc. NH$18.9M · 0.01%
Adrenaline, LLC NH$17.3M · 0.48%
Nobis Engineering, Inc. NH$16.9M · 0.15%
C Squared Systems, L.L.C. NH$11.0M · 0.70%
Agamatrix, Inc. NH$10.8M · 0.07%
Melanson, P.C. NH$10.6M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020424794 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.