Plan Ledger DOL Form 5500 · updated monthly

Capewell Aerial Systems LLC401(k)

CAPEWELL AERIAL SYSTEMS LLC 401(K) PLAN · SOUTH WINDSOR, CT · plan year 2022

Reported admin expense ratio · 2022
0.44%

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

Capewell Aerial Systems LLC reported $47,354 in plan administrative expenses for 2022: 0.44% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,422 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Connecticut (764th of 1,106), and 8,953rd of 13,661 in manufacturing. In 2022, employees put in $2.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,670,159
Participants with balances141
Active participants176
Employer contributions$250,346
Employee contributions$531,530
Employer contribution per active participant$1,422
Average account balance$68,583
Benefits paid to participants$775,492
Plan auditUnmodified (clean) audit opinion
AuditorFORVIS
The Capewell Aerial Systems LLC 401(k) match · 2022
Employer contribution per active participant$1,422
Median for plans this size$2,266

Capewell Aerial Systems LLC's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$47,354 · 0.44%
Similar plansManufacturing · Connecticut
Polymer Resources LTD CT$10.0M · 0.18%
Tomz Corporation CT$9.6M · 0.52%
Connecticut Coining, Inc. CT$9.5M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464449675 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.