FRED C. CHURCH, INC. EMPLOYEES' STOCK OWNERSHIP PLAN AND TRUST · LOWELL, MA · plan year 2022
Reported admin expense ratio · 2022
0.46%
Fred C. Church,Inc. reported $184,460 in plan administrative expenses for 2022: 0.46% of average plan assets, higher than ~75% of peers. 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.
The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Massachusetts (2,422nd of 2,726), and 4,540th of 4,798 in finance & insurance.
Plan summary
Net assets, end of year$3,736,774
Participants with balances152
Active participants—
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$24,584
Benefits paid to participants$73,486,037
Plan auditUnmodified (clean) audit opinion
AuditorSULLIVAN BILLE, P.C.
Plan history2
Yearassets · accounts · employer contribution
2023—
2022$3.7M · 152 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$159,010
Professional / advisory$25,450
Total administrative$184,460
What these fees cost you
Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Administrative cost history2
2023Not separately reported
2022$184,460 · 0.46%
All plans at this employer2
FRED C. CHURCH, INC. EMPLOYEES' STOCK OWNERSHIP PLAN AND TRUSTESOP
Source: U.S. Department of Labor, Form 5500 series, EIN 042445292 ·
Verify on EFAST2 ·
Amounts are as reported by the plan sponsor for the plan year shown.