Plan Ledger DOL Form 5500 · updated monthly

H & T Waterbury, LLC401(k)

H&T WATERBURY, LLC 401(K) PLAN · WATERBURY, CT · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

H & T Waterbury, LLC reported $66,719 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $1,077 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 485th-largest of 1,106 plans among Connecticut employers on file, and the 5,070th of 13,661 in manufacturing. In 2024, employees put in $1.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,355,178
Participants with balances151
Active participants401
Employer contributions$431,809
Employee contributions$770,981
Employer contribution per active participant$1,077
Average account balance$167,915
Benefits paid to participants$3,714,220
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,719
Total administrative$66,719
The H & T Waterbury, LLC 401(k) match · 2024
Employer contribution per active participant$1,077
Median for plans this size$2,416

H & T Waterbury, LLC's 2024 employer contribution ran below the $2,416 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 · 20241
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$66,719

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

Administrative cost history1
2024$66,719 · 0.27%
Similar plansManufacturing · Connecticut
Pta Corporation CT$25.9M · 0.07%
Hubbell Caribe Limited CT$25.4M · 0.17%
Transact Technologies Inc. CT$25.0M · 0.22%
Electro-Methods, Inc. CT$24.4M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 934858061 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.