Plan Ledger DOL Form 5500 · updated monthly

Ashcroft Inc.401(k)

ASHCROFT INC. 401(K) PLAN · STRATFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Ashcroft Inc. reported $22,318 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,878 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 3 years on file its reported administrative ratio has held roughly steady near 0.031%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 235th-largest of 1,106 plans among Connecticut employers on file, and the 2,328th of 13,661 in manufacturing. In 2024, employees put in $2.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$75,432,199
Participants with balances423
Active participants365
Employer contributions$1,050,581
Employee contributions$2,884,140
Employer contribution per active participant$2,878
Average account balance$178,327
Benefits paid to participants$7,422,397
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$75.4M · 423 accts · $1.1M emplr
2023$69.4M · 428 accts · $953K emplr
2022$60.3M · 421 accts · $945K emplr
The Ashcroft Inc. 401(k) match · 2024
Employer contribution per active participant$2,878
Median for plans this size$3,635
2024$2,878 per active participant
2023$2,582 per active participant
2022$2,626 per active participant

Ashcroft Inc.'s 2024 employer contribution ran below the $3,635 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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$24,888

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$22,318 · 0.03%
2023$19,242 · 0.03%
2022$19,939 · 0.03%
Same employer
Similar plansManufacturing · Connecticut
Fuelcell Energy, Inc. CT$84.4M · 0.09%
The Siemon Company CT$82.3M · 0.03%
Whitcraft LLC CT$75.4M · 0.21%
R.C. Bigelow, Inc. CT$74.6M · 0.02%
Ebm-Papst Inc. CT$71.4M · 0.00%
Cnc Software, Inc. CT$71.2M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203481718 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.