Plan Ledger DOL Form 5500 · updated monthly

Adam Broderick Image Group, Inc.401(k)

ADAM BRODERICK SALON & SPA 401(K) SAVINGS PLAN · RIDGEFIELD, CT · plan year 2022

Reported admin expense ratio · 2022
0.26%

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

Adam Broderick Image Group, Inc. reported $12,795 in plan administrative expenses for 2022: 0.26% of average plan assets, below the peer median. Employer contributions averaged $146 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 other services employers. By assets it is among the smaller plans on file in Connecticut (929th of 1,106), and 2,376th of 3,341 in other services. In 2022, employees put in $12.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,599,341
Participants with balances78
Active participants132
Employer contributions$19,334
Employee contributions$239,612
Employer contribution per active participant$146
Average account balance$58,966
Benefits paid to participants$171,919
Plan auditUnmodified (clean) audit opinion
AuditorTMI CPA PC
The Adam Broderick Image Group, Inc. 401(k) match · 2022
Employer contribution per active participant$146
Median for plans this size$1,114

Adam Broderick Image Group, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$12,795 · 0.26%
Similar plansOther Services · Connecticut
Columbus House, Inc. CT$4.0M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061816581 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.