Plan Ledger DOL Form 5500 · updated monthly

Belletete's, Inc.401(k)

BELLETETE'S, INC. 401(K) PROFIT SHARING PLAN · JAFFREY, NH · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Belletete's, Inc. reported $109,305 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $5,495 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 0.63% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 101st-largest of 411 plans among New Hampshire employers on file, and the 873rd of 5,215 in retail trade. In 2024, the employer put in $1.15 for every $1.00 employees contributed themselves; active participation has grown from 246 to 273 since 2022.

Plan summary
Net assets, end of year$36,391,777
Participants with balances325
Active participants273
Employer contributions$1,500,000
Employee contributions$1,308,355
Employer contribution per active participant$5,495
Average account balance$111,975
Benefits paid to participants$2,514,660
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.4M · 325 accts · $1.5M emplr
2023$34.6M · 316 accts · $2.0M emplr
2022$26.3M · 289 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,488
Investment management$69,817
Audit (IQPA)$8,000
Total administrative$109,305
The Belletete's, Inc. 401(k) match · 2024
Employer contribution per active participant$5,495
Median for plans this size$2,416
2024$5,495 per active participant
2023$7,860 per active participant
2022$8,046 per active participant

Belletete's, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ASCENSUS LLC · Recordkeeping$31,488
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (plan)$69,817
AAFCPA'S · Accounting / audit$8,000

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$109,305 · 0.31%
2023$131,673 · 0.43%
2022$162,700 · 0.63%
Same employer
Similar plansRetail Trade · New Hampshire
Eastern Propane Gas, Inc. NH$85.0M · 0.20%
Hgl-Lbm Holdings LLC NH$58.1M · 0.21%
Hgl-Lbm Holdings LLC NH$44.3M · 0.24%
Grappone Mgmt. Co., Inc. NH$35.8M · 0.29%
Rugby Holdings LLC NH$33.0M · 0.54%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 020264529 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.