Plan Ledger DOL Form 5500 · updated monthly

Bristol Adult Resource Center, Inc.401(k)

BRISTOL ADULT RESOURCE CENTER, INC. RETIREMENT PLAN & TRUST · BRISTOL, CT · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Bristol Adult Resource Center, Inc. reported $6,290 in plan administrative expenses for 2024: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,629 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 0.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Connecticut (972nd of 1,106), and 8,985th of 11,911 in health care & social assistance. In 2024, the employer put in $1.20 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$3,377,762
Participants with balances197
Active participants168
Employer contributions$273,682
Employee contributions$229,015
Employer contribution per active participant$1,629
Average account balance$17,146
Benefits paid to participants$564,376
Plan auditUnmodified (clean) audit opinion
AuditorFIONDELLA, MILONE & LASARACINA LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.4M · 197 accts · $274K emplr
2023$3.1M · 200 accts · $394K emplr
2022$2.3M · 160 accts · $497K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,290
Total administrative$6,290
The Bristol Adult Resource Center, Inc. 401(k) match · 2024
Employer contribution per active participant$1,629
Median for plans this size$1,313
2024$1,629 per active participant
2023$2,216 per active participant
2022$3,251 per active participant

Bristol Adult Resource Center, Inc.'s 2024 employer contribution ran above the $1,313 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
VOYA RETIREMENT INS AND ANNUITY CO · Other servicesindirect comp
VOYA RETIREMENT INS AND ANNUITY CO. · Investment advisory (plan)indirect comp

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$6,290 · 0.19%
2023$3,210 · 0.12%
2022$1,640 · 0.08%
Similar plansHealth Care & Social Assistance · Connecticut
Ccarc, Inc. CT$3.6M · 0.86%
Pomperaug Woods, Inc. CT$3.2M · 1.01%
Youth Continuum, Inc. CT$3.2M · 0.00%
Aware Recovery Care, Inc. CT$3.0M · 1.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 066010303 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.