Plan Ledger DOL Form 5500 · updated monthly

James L. Miniter Insurance Agency, Inc.401(k)

JAMES L. MINITER INSURANCE AGENCY, INC. 401(K) PLAN · ROCKLAND, MA · plan year 2022

Reported admin expense ratio · 2022
0.51%

James L. Miniter Insurance Agency, Inc. reported $25,201 in plan administrative expenses for 2022: 0.51% of average plan assets, above the peer median. 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Massachusetts (2,378th of 2,726), and 4,496th of 4,798 in finance & insurance. In 2022, employees put in $2.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,310,038
Participants with balances58
Active participants0
Employer contributions$108,473
Employee contributions$270,582
Employer contribution per active participant—
Average account balance$74,311
Benefits paid to participants$784,220
Plan auditUnmodified (clean) audit opinion
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 history1
2022$25,201 · 0.51%
Similar plansFinance & Insurance · Massachusetts
Sungage Financial, LLC MA$7.3M · 0.03%
Insurify, Inc MA$5.9M · 0.14%
Xceedance, Inc. MA$5.0M · 0.38%
Gfa Federal Credit Union MA$4.2M · 0.40%
Fred C. Church,Inc. MA$3.7M · 0.46%
F H Cann & Associates Inc MA$2.7M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043028799 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.