Plan Ledger DOL Form 5500 · updated monthly

Alvin J. Coleman & Son, Inc.401(k)

COLEMAN COMPANIES 401(K) PROFIT SHARING PLAN & TRUST · CONWAY, NH · plan year 2022

Reported admin expense ratio · 2022
0.99%

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

Alvin J. Coleman & Son, Inc. reported $41,665 in plan administrative expenses for 2022: 0.99% of average plan assets, higher than ~75% of peers. Employer contributions averaged $424 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 construction employers. By assets it is among the smaller plans on file in New Hampshire (346th of 411), and 4,287th of 5,337 in construction. In 2022, employees put in $3.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,814,739
Participants with balances78
Active participants163
Employer contributions$69,128
Employee contributions$270,290
Employer contribution per active participant$424
Average account balance$48,907
Benefits paid to participants$300,953
Plan auditUnmodified (clean) audit opinion
AuditorMARCUM, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$41,665
Total administrative$41,665
The Alvin J. Coleman & Son, Inc. 401(k) match · 2022
Employer contribution per active participant$424
Median for plans this size$1,114

Alvin J. Coleman & Son, 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$41,665 · 0.99%
Similar plansConstruction · New Hampshire
Metro Walls, Inc. NH$8.7M · 0.07%
R.S. Audley, Inc. NH$7.8M · 0.01%
Mts Services, Inc. NH$5.6M · 0.14%
Roscoe Brown, Inc. TN$3.8M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020265901 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.