Plan Ledger DOL Form 5500 · updated monthly

Batista Companies, Inc.401(k)

BATISTA COMPANIES, INC. 401K PROFIT SHARING PLAN AND TRUST · MERIDEN, CT · plan year 2022

Reported admin expense ratio · 2022
0.65%

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

Batista Companies, Inc. reported $15,677 in plan administrative expenses for 2022: 0.65% of average plan assets, above the peer median. Employer contributions averaged $554 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 accommodation & food services employers. By assets it is among the smaller plans on file in Connecticut (1,026th of 1,106), and 1,369th of 2,240 in accommodation & food services. In 2022, employees put in $2.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,251,556
Participants with balances39
Active participants100
Employer contributions$55,359
Employee contributions$130,074
Employer contribution per active participant$554
Average account balance$57,732
Benefits paid to participants$41,494
Plan auditUnmodified (clean) audit opinion
The Batista Companies, Inc. 401(k) match · 2022
Employer contribution per active participant$554
Median for plans this size$1,114

Batista Companies, 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$15,677 · 0.65%
Similar plansAccommodation & Food Services · Connecticut
Max Hospitality, LLC CT$4.7M · 1.00%
B & Z Management CT$1.4M · 0.34%
Walsh Enterprises, Inc. CT$1.2M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261263700 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.