Plan Ledger DOL Form 5500 · updated monthly

Grappone Mgmt. Co., Inc.401(k)

GRAPPONE COMPANIES 401(K) PLAN AND TRUST · CONCORD, NH · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Grappone Mgmt. Co., Inc. reported $98,528 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $1,955 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 0.291%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 105th-largest of 411 plans among New Hampshire employers on file, and the 888th of 5,215 in retail trade. In 2024, employees put in $2.83 for every $1.00 the employer contributed; active participation has grown from 307 to 342 since 2022.

Plan summary
Net assets, end of year$35,755,446
Participants with balances422
Active participants342
Employer contributions$668,447
Employee contributions$1,893,306
Employer contribution per active participant$1,955
Average account balance$84,729
Benefits paid to participants$2,409,167
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.8M · 422 accts · $668K emplr
2023$31.9M · 414 accts · $633K emplr
2022$26.3M · 375 accts · $565K emplr
The Grappone Mgmt. Co., Inc. 401(k) match · 2024
Employer contribution per active participant$1,955
Median for plans this size$2,416
2024$1,955 per active participant
2023$1,871 per active participant
2022$1,841 per active participant

Grappone Mgmt. Co., Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$47,213
LPL FINANCIAL - RPCP · Investment advisory (plan)$52,765

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$98,528 · 0.29%
2023$86,447 · 0.30%
2022$81,403 · 0.29%
Same employer
Similar plansRetail Trade · New Hampshire
Hgl-Lbm Holdings LLC NH$58.1M · 0.21%
Hgl-Lbm Holdings LLC NH$44.3M · 0.24%
Belletete's, Inc. NH$36.4M · 0.31%
Rugby Holdings LLC NH$33.0M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020377479 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.