Plan Ledger DOL Form 5500 · updated monthly

Bristol Supermarket LLC401(k)

BRISTOL SUPERMARKET LLC 401(K) PLAN · BRISTOL, CT · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Bristol Supermarket LLC reported $15,467 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. Employer contributions averaged $1,071 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 1 year on file its reported administrative ratio rose from 0.16% to 0.58%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Connecticut (1,005th of 1,106), and 4,442nd of 5,215 in retail trade. In 2024, employees put in $2.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,735,495
Participants with balances120
Active participants119
Employer contributions$127,492
Employee contributions$261,277
Employer contribution per active participant$1,071
Average account balance$22,796
Benefits paid to participants$565,928
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history2
Yearassets · accounts · employer contribution
2024$2.7M · 120 accts · $127K emplr
2023$2.6M · 117 accts · $60K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,294
Investment management$6,173
Total administrative$15,467
The Bristol Supermarket LLC 401(k) match · 2024
Employer contribution per active participant$1,071
Median for plans this size$1,313
2024$1,071 per active participant
2023$500 per active participant

Bristol Supermarket LLC's 2024 employer contribution ran below 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
ADP, INC. · Loan processing · Recordkeeping$10,080
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Trustee$5,386
ADP BROKER-DEALER · Other servicesindirect comp

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

Administrative cost history2
2024$15,467 · 0.58%
2023$4,148 · 0.16%
Similar plansRetail Trade · Connecticut
Mitchells Auto Parts Inc CT$3.0M · 0.07%
Secor Auto Center Inc. CT$3.0M · 0.06%
Girard Motors, Inc. CT$2.3M · 1.04%
Waverly Markets, LLC CT$2.2M · 0.88%
Trackman, Inc. CT$1.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 883224182 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.