Plan Ledger DOL Form 5500 · updated monthly

Casella Construction, Inc.401(k)

CASELLA CONSTRUCTION, INC. 401(K) PLAN · PITTSFORD, VT · plan year 2024

Reported admin expense ratio · 2024
0.77%

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

Casella Construction, Inc. reported $44,971 in plan administrative expenses for 2024: 0.77% of average plan assets, above the peer median. Employer contributions averaged $1,527 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 0.54% to 0.77%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Vermont (178th of 230), and 3,808th of 5,337 in construction. In 2024, employees put in $1.87 for every $1.00 the employer contributed; active participation has grown from 141 to 210 since 2022.

Plan summary
Net assets, end of year$5,852,809
Participants with balances211
Active participants210
Employer contributions$320,632
Employee contributions$600,279
Employer contribution per active participant$1,527
Average account balance$27,738
Benefits paid to participants$1,492,610
Plan auditUnmodified (clean) audit opinion
AuditorGALLAGHER, FLYNN AND COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.9M · 211 accts · $321K emplr
2023$5.8M · 148 accts · $233K emplr
2022$4.6M · 75 accts · $207K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,971
Total administrative$44,971
The Casella Construction, Inc. 401(k) match · 2024
Employer contribution per active participant$1,527
Median for plans this size$1,313
2024$1,527 per active participant
2023$1,318 per active participant
2022$1,467 per active participant

Casella Construction, 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 · 20241

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$44,971 · 0.77%
2023$36,776 · 0.71%
2022$26,685 · 0.54%
Same employer
Similar plansConstruction · Vermont
Alliance Group, Inc. VT$13.1M · 0.28%
Vermont Mechanical, Inc. VT$9.2M · 0.59%
Isun, Inc. VT$9.0M · 0.57%
Piper Electric Co., Inc. CO$5.9M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030321732 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.