Plan Ledger DOL Form 5500 · updated monthly

Bozzuto's, Inc.401(k)

BOZZUTO'S, INC. CORPORATE STORES 401(K) PLAN · CHESHIRE, CT · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Bozzuto's, Inc. reported $10,632 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $253 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 rose from 0.08% to 0.09%. 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 among the smaller plans on file in Connecticut (684th of 1,106), and the 2,169th of 5,215 in retail trade. In 2024, employees put in $5.54 for every $1.00 the employer contributed; active participation has grown from 549 to 878 since 2022.

Plan summary
Net assets, end of year$12,801,472
Participants with balances749
Active participants878
Employer contributions$222,522
Employee contributions$1,233,347
Employer contribution per active participant$253
Average account balance$17,091
Benefits paid to participants$1,750,936
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.8M · 749 accts · $223K emplr
2023$11.1M · 716 accts · $219K emplr
2022$8.6M · 729 accts · $210K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,654
Investment management$1,978
Total administrative$10,632
The Bozzuto's, Inc. 401(k) match · 2024
Employer contribution per active participant$253
Median for plans this size$2,416
2024$253 per active participant
2023$383 per active participant
2022$383 per active participant

Bozzuto's, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$8,654

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

Administrative cost history3
2024$10,632 · 0.09%
2023$12,152 · 0.12%
2022$8,454 · 0.08%
Similar plansRetail Trade · Connecticut
Dooney and Bourke, Inc. CT$14.6M · 0.62%
Columbia Ford, Inc. CT$14.2M · 0.50%
Lynch Motors, Inc. CT$13.3M · 0.03%
Felix F. Callari, Inc. CT$12.2M · 0.59%
Fcp Groton LLC CT$11.1M · 0.65%
Dan Perkins Subaru, Inc. CT$10.4M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061383248 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.