Plan Ledger DOL Form 5500 · updated monthly

Caspari, Inc.401(k)

CASPARI, INC. PROFIT SHARING PLAN · SEYMOUR, CT · plan year 2022

Reported admin expense ratio · 2022
0.04%

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

Caspari, Inc. reported $2,618 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $991 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Connecticut (885th of 1,106), and 3,541st of 4,246 in wholesale trade. In 2022, employees put in $2.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,755,289
Participants with balances80
Active participants111
Employer contributions$110,000
Employee contributions$267,105
Employer contribution per active participant$991
Average account balance$71,941
Benefits paid to participants$1,025,742
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Professional / advisory$2,618
Total administrative$2,618
The Caspari, Inc. 401(k) match · 2022
Employer contribution per active participant$991
Median for plans this size$1,114

Caspari, Inc.'s 2022 employer contribution ran below the $1,114 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$2,618 · 0.04%
Similar plansWholesale Trade · Connecticut
Transom Symphony Opco LLC CT$8.5M · 0.58%
Tri-Lift, Inc CT$7.9M · 0.19%
Mafcote, Inc. CT$6.8M · 0.00%
Summit Golf Brands Inc. CT$5.7M · 0.06%
Aurora Products, Inc CT$5.2M · 0.04%
Xse Group, Inc. CT$3.9M · 0.23%
Coversafe Incorporated CT$3.9M · 0.64%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 135568381 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.