Plan Ledger DOL Form 5500 · updated monthly

Bouvier Beckwith & Lennox, Inc401(k)

BOUVIER BECKWITH & LENNOX, INC. 401(K) PLAN · WEST HARTFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Bouvier Beckwith & Lennox, Inc reported $79,272 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,474 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 0.59% to 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Connecticut (596th of 1,106), and 6,155th of 11,654 in professional & technical services. In 2024, employees put in $2.13 for every $1.00 the employer contributed; active participation has grown from 129 to 142 since 2022.

Plan summary
Net assets, end of year$16,908,333
Participants with balances139
Active participants142
Employer contributions$493,242
Employee contributions$1,049,404
Employer contribution per active participant$3,474
Average account balance$121,643
Benefits paid to participants$1,508,996
Plan auditUnmodified (clean) audit opinion
AuditorMAHONEYSABOL
Plan history3
Yearassets · accounts · employer contribution
2024$16.9M · 139 accts · $493K emplr
2023$14.8M · 132 accts · $449K emplr
2022$11.8M · 129 accts · $407K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,272
Total administrative$79,272
The Bouvier Beckwith & Lennox, Inc 401(k) match · 2024
Employer contribution per active participant$3,474
Median for plans this size$2,416
2024$3,474 per active participant
2023$3,328 per active participant
2022$3,153 per active participant

Bouvier Beckwith & Lennox, Inc's 2024 employer contribution ran above the $2,416 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 · 20242
JOHN HANCOCK · Recordkeeping$650
CONNECTICUT WEALTH MANAGEMENT · Investment advisory (participants)$33,958

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$79,272 · 0.50%
2023$77,578 · 0.58%
2022$75,060 · 0.59%
Similar plansProfessional & Technical Services · Connecticut
Silversky Inc. CT$18.5M · 0.02%
365 Operating Company, LLC CT$18.1M · 0.10%
Continuum of Care Inc CT$18.0M · 0.56%
Adm Promotions USA, Inc. CT$15.2M · 0.60%
City Line Distributors, LLC CT$13.9M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061384052 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.