Plan Ledger DOL Form 5500 · updated monthly

Melissa & Doug, LLC401(k)

MELISSA & DOUG, LLC 401(K) PROFIT SHARING PLAN · WESTPORT, CT · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Melissa & Doug, LLC reported $75,421 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $0 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 0.02% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 350th-largest of 1,106 plans among Connecticut employers on file, and the 1,074th of 4,246 in wholesale trade. active participation has shrunk from 351 to 306 since 2022.

Plan summary
Net assets, end of year$38,436,504
Participants with balances412
Active participants306
Employer contributions$0
Employee contributions$3,228,315
Employer contribution per active participant$0
Average account balance$93,292
Benefits paid to participants$4,972,027
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$38.4M · 412 accts
2023$34.5M · 429 accts · $1K emplr
2022$28.5M · 442 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Investment management$75,421
Total administrative$75,421
The Melissa & Doug, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416
2023$4 per active participant
2022$3,541 per active participant

Melissa & Doug, 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 · 20242
MERRILL LYNCH PIERCE FENNER & SMIT · Investment management$70,092
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$5,329

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$75,421 · 0.21%
2023$120,896 · 0.38%
2022$5,151 · 0.02%
Same employer
Similar plansWholesale Trade · Connecticut
Thule Inc. CT$46.5M · 0.45%
Victorinox Swiss Army, Inc. CT$37.7M · 0.06%
Star Distributors, Inc. CT$36.7M · 0.47%
Nefco Holding Company LLC CT$34.1M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260633336 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.