Plan Ledger DOL Form 5500 · updated monthly

Connecticut Distributors, Inc.401(k)

CONNECTICUT DISTRIBUTORS, INC 401(K) PROFIT SHARING PLAN · STRATFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Connecticut Distributors, Inc. reported $75,407 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $3,457 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 fell from 0.21% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 329th-largest of 1,106 plans among Connecticut employers on file, and the 965th of 4,246 in wholesale trade. In 2024, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$42,994,725
Participants with balances358
Active participants291
Employer contributions$1,006,071
Employee contributions$1,688,176
Employer contribution per active participant$3,457
Average account balance$120,097
Benefits paid to participants$1,508,783
Plan auditUnmodified (clean) audit opinion
AuditorLOEWENWARTER & CO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$43.0M · 358 accts · $1.0M emplr
2023$36.4M · 331 accts · $1.0M emplr
2022$30.1M · 350 accts · $992K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,789
Investment management$38,618
Total administrative$75,407
The Connecticut Distributors, Inc. 401(k) match · 2024
Employer contribution per active participant$3,457
Median for plans this size$2,416
2024$3,457 per active participant
2023$3,353 per active participant
2022$3,492 per active participant

Connecticut Distributors, Inc.'s 2024 employer contribution ran above the $2,416 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 · Loan processing$36,789
MJP WEALTH ADVISORS · Investment advisory (plan)$38,618

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$75,407 · 0.19%
2023$67,462 · 0.20%
2022$67,225 · 0.21%
Same employer
Similar plansWholesale Trade · Connecticut
Icon International, Inc. CT$60.6M · 0.01%
Thule Inc. CT$46.5M · 0.45%
Melissa & Doug, LLC CT$38.4M · 0.21%
Victorinox Swiss Army, Inc. CT$37.7M · 0.06%
Star Distributors, Inc. CT$36.7M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060303100 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.