Plan Ledger DOL Form 5500 · updated monthly

Global Tote US LLC401(k)

GLOBAL TOTE US, LLC 401(K) PLAN · HAMDEN, CT · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Global Tote US LLC reported $2,819 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $828 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 rose from 0.03% to 0.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Connecticut (846th of 1,106), and 820th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $4.84 for every $1.00 the employer contributed; active participation has shrunk from 219 to 113 since 2022.

Plan summary
Net assets, end of year$6,876,305
Participants with balances103
Active participants113
Employer contributions$93,528
Employee contributions$452,853
Employer contribution per active participant$828
Average account balance$66,760
Benefits paid to participants$1,424,267
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 103 accts · $94K emplr
2023$6.8M · 112 accts · $112K emplr
2022$5.9M · 124 accts · $145K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$569
Investment management$2,250
Total administrative$2,819
The Global Tote US LLC 401(k) match · 2024
Employer contribution per active participant$828
Median for plans this size$1,313
2024$828 per active participant
2023$801 per active participant
2022$660 per active participant

Global Tote US LLC's 2024 employer contribution ran below the $1,313 median for plans its size. 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$569

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

Administrative cost history3
2024$2,819 · 0.04%
2023$2,378 · 0.04%
2022$1,712 · 0.03%
Same employer
Similar plansArts, Entertainment & Recreation · Connecticut
American Cruise Lines, Inc. CT$21.0M · 0.59%
Sportech, Inc. CT$8.6M · 0.06%
Edge Fitness, LLC CT$5.0M · 0.61%
Shoreline Pools, Inc. CT$2.1M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010894947 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.