Plan Ledger DOL Form 5500 · updated monthly

Dan Perkins Subaru, Inc.401(k)

DAN PERKINS GROUP 401(K) SAVINGS PLAN · MILFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.63%

Dan Perkins Subaru, Inc. reported $62,439 in plan administrative expenses for 2024: 0.63% of average plan assets, above the peer median. 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 0.70% to 0.63%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Connecticut (739th of 1,106), and the 2,567th of 5,215 in retail trade.

Plan summary
Net assets, end of year$10,358,722
Participants with balances192
Active participants171
Employer contributions—
Employee contributions$948,999
Employer contribution per active participant—
Average account balance$53,952
Benefits paid to participants$1,257,615
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.4M · 192 accts
2023$9.5M · 177 accts
2022$8.4M · 168 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,158
Investment management$27,131
Audit (IQPA)$12,150
Total administrative$62,439
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 · 20243
STANCORP FINANCIAL · Claims processing · Recordkeeping$23,053
GFS WEALTH MANAGEMENT ADVISORS, INC · Investment advisory (plan)$27,131
CARRON & BLETZER, PLLC · Accounting / audit$12,150

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$62,439 · 0.63%
2023$49,950 · 0.56%
2022$61,990 · 0.70%
Similar plansRetail Trade · Connecticut
Bozzuto's, Inc. CT$12.8M · 0.09%
Felix F. Callari, Inc. CT$12.2M · 0.59%
Fcp Groton LLC CT$11.1M · 0.65%
Schaller Auto World, Inc. CT$10.0M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061082099 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.