Plan Ledger DOL Form 5500 · updated monthly

Connecticare Capital, LLC401(k)

THE CONNECTICARE SAVINGS AND INVESTMENT PLAN · FARMINGTON, 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

Connecticare Capital, LLC reported $58,415 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,028 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 0.03% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other management of companies employers. By assets it is the 137th-largest of 1,106 plans among Connecticut employers on file, and the 174th of 786 in management of companies. In 2024, employees put in $1.80 for every $1.00 the employer contributed; active participation has shrunk from 691 to 472 since 2022.

Plan summary
Net assets, end of year$147,307,004
Participants with balances918
Active participants472
Employer contributions$2,373,208
Employee contributions$4,266,877
Employer contribution per active participant$5,028
Average account balance$160,465
Benefits paid to participants$20,611,646
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$147.3M · 918 accts · $2.4M emplr
2023$142.3M · 1,014 accts · $3.0M emplr
2022$130.8M · 1,099 accts · $2.9M emplr
The Connecticare Capital, LLC 401(k) match · 2024
Employer contribution per active participant$5,028
Median for plans this size$3,635
2024$5,028 per active participant
2023$5,189 per active participant
2022$4,253 per active participant

Connecticare Capital, LLC's 2024 employer contribution ran above the $3,635 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$16,050
VANGUARD ADVISERS INC. · Investment advisory (participants)$42,365

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$58,415 · 0.04%
2023$51,971 · 0.04%
2022$41,894 · 0.03%
Same employer
Similar plansManagement of Companies · Connecticut
W.R. Berkley Corporation CT$2.3B · 0.02%
Nibe Energy Systems, Inc. IN$157.4M · 0.33%
Doyon, Limited AK$155.6M · 0.08%
Equipment Depot, Inc. TX$155.2M · 0.22%
Lbce Holdings, Inc. KY$154.7M · 0.07%
The Boldt Group Inc WI$146.1M · 0.13%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 061633074 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.