Plan Ledger DOL Form 5500 · updated monthly

Dattco, Inc.401(k)

DATTCO, INC. 401(K) PLAN · NEW BRITAIN, CT · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Dattco, Inc. reported $154,541 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $424 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 3 years on file its reported administrative ratio has held roughly steady near 0.59%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 457th-largest of 1,106 plans among Connecticut employers on file, and the 594th of 2,677 in transportation & warehousing. In 2024, employees put in $5.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,648,445
Participants with balances2,125
Active participants1,645
Employer contributions$697,251
Employee contributions$3,506,118
Employer contribution per active participant$424
Average account balance$13,011
Benefits paid to participants$5,902,570
Plan auditUnmodified (clean) audit opinion
AuditorGUILMARTIN, DIPIRO & SOKOLOWSKI LLC
Plan history3
Yearassets · accounts · employer contribution
2024$27.6M · 2,125 accts · $697K emplr
2023$24.6M · 1,976 accts · $552K emplr
2022$22.9M · 1,614 accts · $452K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$154,541
Total administrative$154,541
The Dattco, Inc. 401(k) match · 2024
Employer contribution per active participant$424
Median for plans this size$2,416
2024$424 per active participant
2023$331 per active participant
2022$294 per active participant

Dattco, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20242
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment managementindirect comp
LPL FINANCIAL LLC · Investment advisory (participants)indirect comp

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$154,541 · 0.59%
2023$138,872 · 0.59%
2022$144,163 · 0.56%
Same employer
Similar plansTransportation & Warehousing · Connecticut
Moran Towing Corporation CT$296.0M · 0.03%
Greenwich Aerogroup, Inc. CT$63.4M · 0.29%
William B. Meyer, Inc. CT$21.0M · 0.01%
Tradewind Aviation LLC CT$8.7M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060813381 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.