Plan Ledger DOL Form 5500 · updated monthly

Aldin Associates Limited Partnership401(k)

ALDIN ASSOCIATES LIMITED PARTNERSHIP 401(K) PROFIT SHARING PLAN AND TRUST · EAST HARTFORD, CT · plan year 2022

Reported admin expense ratio · 2022
0.72%

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

Aldin Associates Limited Partnership reported $48,728 in plan administrative expenses for 2022: 0.72% of average plan assets, above the peer median. Employer contributions averaged $1,270 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 retail trade employers. By assets it is among the smaller plans on file in Connecticut (865th of 1,106), and 3,424th of 5,215 in retail trade. In 2022, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,303,590
Participants with balances39
Active participants99
Employer contributions$125,686
Employee contributions$227,020
Employer contribution per active participant$1,270
Average account balance$161,631
Benefits paid to participants$315,876
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Professional / advisory$47,873
Total administrative$48,728
The Aldin Associates Limited Partnership 401(k) match · 2022
Employer contribution per active participant$1,270
Median for plans this size$1,114

Aldin Associates Limited Partnership's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$48,728 · 0.72%
Same employer
Similar plansRetail Trade · Connecticut
Shaker Auto Group Inc. CT$8.1M · 0.43%
A-1 Auto Service, Inc. CT$8.1M · 0.11%
Cpc, LLC CT$7.1M · 0.43%
Ebl, LLC CT$5.6M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061072370 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.