Plan Ledger DOL Form 5500 · updated monthly

A.R. Sandri, Inc.401(k)

A.R. SANDRI, INC. 401(K) SAVINGS PLAN · GREENFIELD, MA · plan year 2023

Reported admin expense ratio · 2023
0.43%

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

A.R. Sandri, Inc. reported $37,109 in plan administrative expenses for 2023: 0.43% of average plan assets, below the peer median. Employer contributions averaged $288 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 2 years on file its reported administrative ratio rose from 0.45% to 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Massachusetts (1,993rd of 2,726), and 3,100th of 4,246 in wholesale trade. In 2023, employees put in $3.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,687,619
Participants with balances112
Active participants341
Employer contributions$98,249
Employee contributions$392,034
Employer contribution per active participant$288
Average account balance$77,568
Benefits paid to participants$1,279,661
Plan auditUnmodified (clean) audit opinion
AuditorMEYERS BROTHERS KALICKA, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 120 accts · $160K emplr
2023$8.7M · 112 accts · $98K emplr
2022$8.5M · 118 accts · $190K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$32,109
Investment management$5,000
Total administrative$37,109
The A.R. Sandri, Inc. 401(k) match · 2023
Employer contribution per active participant$288
Median for plans this size$1,308
2024$484 per active participant
2023$288 per active participant
2022$610 per active participant

A.R. Sandri, Inc.'s 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom 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 · 20233
MEYERS BROTHERS KALICKA P.C. · Recordkeeping · Pension consulting$5,000
THE MANDMARBLESTONE GROUP LLC · Plan administrator · Recordkeeping$900

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

Recordkeeper by year2
2024MEYERS BROTHERS KALICKA P.C.
2023MEYERS BROTHERS KALICKA P.C., THE MANDMARBLESTONE GROUP LLC

This plan has changed recordkeepers within these filings. If you left A.R. Sandri, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$42,363 · 0.49%
2023$37,109 · 0.43%
2022$40,829 · 0.45%
Same employer
Similar plansWholesale Trade · Massachusetts
Comalli Group, Inc. MA$9.3M · 0.15%
Tsg Enterprises, LLC MA$8.5M · 0.85%
Lewa America Inc MA$7.9M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042037552 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.