Plan Ledger DOL Form 5500 · updated monthly

Fosdick Fullfillment Corporation401(k)

FOSDICK FULFILLMENT CORPORATION 401(K) PLAN · WALLINGFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Fosdick Fullfillment Corporation reported $45,208 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. Employer contributions averaged $537 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 0.69% to 0.58%. 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 (805th of 1,106), and 2,976th of 5,215 in retail trade. In 2024, employees put in $2.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,296,833
Participants with balances179
Active participants255
Employer contributions$136,973
Employee contributions$387,973
Employer contribution per active participant$537
Average account balance$46,351
Benefits paid to participants$302,786
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 179 accts · $137K emplr
2023$7.3M · 173 accts
2022$7.1M · 247 accts · $123K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,128
Investment management$19,080
Total administrative$45,208
The Fosdick Fullfillment Corporation 401(k) match · 2024
Employer contribution per active participant$537
Median for plans this size$1,313
2024$537 per active participant
2022$450 per active participant

Fosdick Fullfillment Corporation's 2024 employer contribution ran below the $1,313 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
EPIC RETIREMENT PLAN SERVCIES · Recordkeeping · Participant communication$26,128
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (plan)$19,080

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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

Administrative cost history3
2024$45,208 · 0.58%
2023$55,553 · 0.77%
2022$52,748 · 0.69%
Same employer
Similar plansRetail Trade · Connecticut
Schaller Auto World, Inc. CT$10.0M · 0.26%
Lorensen Enterprises Inc. CT$8.7M · 0.68%
Shaker Auto Group Inc. CT$8.1M · 0.43%
A-1 Auto Service, Inc. CT$8.1M · 0.11%
Cpc, LLC CT$7.1M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060807508 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.