Plan Ledger DOL Form 5500 · updated monthly

Bristol Hospital Ems, Inc.401(k)

BRISTOL HOSPITAL AND HEALTH CARE GROUP 401(K) PLAN · BRISTOL, CT · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Bristol Hospital Ems, Inc. reported $28,585 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $47 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 0.39% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Connecticut (614th of 1,106), and the 4,317th of 11,911 in health care & social assistance. In 2024, employees put in $22.91 for every $1.00 the employer contributed; active participation has grown from 97 to 147 since 2022.

Plan summary
Net assets, end of year$15,963,256
Participants with balances138
Active participants147
Employer contributions$6,910
Employee contributions$158,312
Employer contribution per active participant$47
Average account balance$115,676
Benefits paid to participants$701,036
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.0M · 138 accts · $7K emplr
2023$14.9M · 144 accts · $33K emplr
2022$13.1M · 154 accts · $34K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,231
Investment management$15,000
Total administrative$28,585
The Bristol Hospital Ems, Inc. 401(k) match · 2024
Employer contribution per active participant$47
Median for plans this size$2,416
2024$47 per active participant
2023$413 per active participant
2022$352 per active participant

Bristol Hospital Ems, 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 · 20242
CREATIVE PLANNING LLC · Investment advisory (plan)$15,000

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$28,585 · 0.19%
2023$48,266 · 0.35%
2022$55,717 · 0.39%
Similar plansHealth Care & Social Assistance · Connecticut
Cw Resources, Inc. CT$16.4M · 0.77%
Hartford Dispensary CT$14.7M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061547648 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.