Plan Ledger DOL Form 5500 · updated monthly

Ed Mitchell, Inc.401(k)

MITCHELLS EMPLOYEE SAVINGS & RETIREMENT PLAN · WESTPORT, CT · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Ed Mitchell, Inc. reported $209,929 in plan administrative expenses for 2024: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,722 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 0.31% to 0.29%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 231st-largest of 1,106 plans among Connecticut employers on file, and the 465th of 5,215 in retail trade. In 2024, employees put in $5.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$76,983,889
Participants with balances474
Active participants358
Employer contributions$616,344
Employee contributions$3,389,406
Employer contribution per active participant$1,722
Average account balance$162,413
Benefits paid to participants$5,817,855
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$77.0M · 474 accts · $616K emplr
2023$68.1M · 505 accts · $491K emplr
2022$58.8M · 472 accts · $580K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$124,209
Investment management$85,720
Total administrative$209,929
The Ed Mitchell, Inc. 401(k) match · 2024
Employer contribution per active participant$1,722
Median for plans this size$3,635
2024$1,722 per active participant
2023$1,269 per active participant
2022$1,711 per active participant

Ed Mitchell, Inc.'s 2024 employer contribution ran below the $3,635 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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$124,209
LPL FINANCIAL COMPANY · Investment advisory (plan)$85,720

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$209,929 · 0.29%
2023$202,702 · 0.32%
2022$201,256 · 0.31%
Similar plansRetail Trade · Connecticut
Ring's End, Incorporated CT$122.9M · 0.11%
Bh Shoe Holdings, Inc CT$117.8M · 0.19%
Stew Leonard's CT$115.3M · 0.14%
Mbi, Inc. CT$111.4M
Colony Hardware Corp. CT$63.9M · 0.32%
Sdi Stores, LLC CT$34.6M · 0.48%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 060734060 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.