Plan Ledger DOL Form 5500 · updated monthly

Axel Johnson Inc.401(k)

AXEL JOHNSON INC. THRIFT AND DEFINED CONTRIBUTION PLAN · STAMFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Axel Johnson Inc. reported $152,624 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $5,388 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 fell from 0.09% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 108th-largest of 1,106 plans among Connecticut employers on file, and the 247th of 4,246 in wholesale trade. In 2024, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$195,276,544
Participants with balances1,247
Active participants871
Employer contributions$4,692,646
Employee contributions$7,116,745
Employer contribution per active participant$5,388
Average account balance$156,597
Benefits paid to participants$22,157,219
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$195.3M · 1,247 accts · $4.7M emplr
2023$182.6M · 1,326 accts · $4.6M emplr
2022$157.0M · 1,336 accts · $4.4M emplr
The Axel Johnson Inc. 401(k) match · 2024
Employer contribution per active participant$5,388
Median for plans this size$3,635
2024$5,388 per active participant
2023$4,912 per active participant
2022$4,624 per active participant

Axel Johnson Inc.'s 2024 employer contribution ran above 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 · 20243
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$108,031
VANGUARD ADVISERS INC. · Investment advisory (participants)$37,752
NEPC LLC · Investment advisory (plan)$9,150

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$152,624 · 0.08%
2023$149,334 · 0.09%
2022$149,437 · 0.09%
Same employer
Similar plansWholesale Trade · Connecticut
Lego Systems, Inc CT$429.2M · 0.05%
Louis Dreyfus Company LLC CT$287.0M · 0.11%
US Electrical Services, Inc. CT$156.6M · 0.21%
Cellmark, Inc. CT$154.7M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061600707 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.