Plan Ledger DOL Form 5500 · updated monthly

Castleton Commodities International LLC401(k)

CCI RETIREMENT SAVINGS PLAN · STAMFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Castleton Commodities International LLC reported $52,670 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,140 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 0.00% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 126th-largest of 1,106 plans among Connecticut employers on file, and the 294th of 4,246 in wholesale trade. In 2024, employees put in $2.04 for every $1.00 the employer contributed; active participation has grown from 246 to 373 since 2022.

Plan summary
Net assets, end of year$157,849,348
Participants with balances604
Active participants373
Employer contributions$2,663,402
Employee contributions$5,440,162
Employer contribution per active participant$7,140
Average account balance$261,340
Benefits paid to participants$8,136,452
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$157.8M · 604 accts · $2.7M emplr
2023$131.5M · 559 accts · $2.2M emplr
2022$110.8M · 556 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,670
Total administrative$52,670
The Castleton Commodities International LLC 401(k) match · 2024
Employer contribution per active participant$7,140
Median for plans this size$3,635
2024$7,140 per active participant
2023$7,795 per active participant
2022$7,480 per active participant

Castleton Commodities International LLC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$43,468

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$52,670 · 0.04%
2023$5,192 · 0.00%
2022$5,480 · 0.00%
Same employer
Similar plansWholesale Trade · Connecticut
Lego Systems, Inc CT$429.2M · 0.05%
Louis Dreyfus Company LLC CT$287.0M · 0.11%
Axel Johnson Inc. CT$195.3M · 0.08%
US Electrical Services, Inc. CT$156.6M · 0.21%
Cellmark, Inc. CT$154.7M · 0.14%
Dairyland USA Corp. CT$117.3M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061620577 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.