Plan Ledger DOL Form 5500 · updated monthly

Midstate Arc, Inc.401(k)

401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF MIDSTATE ARC. INC. · MERIDEN, CT · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Midstate Arc, Inc. reported $3,878 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. 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 fell from 0.11% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Connecticut (904th of 1,106), and 1,499th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$5,164,994
Participants with balances368
Active participants276
Employer contributions$0
Employee contributions$383,486
Employer contribution per active participant$0
Average account balance$14,035
Benefits paid to participants$363,472
Plan auditUnmodified (clean) audit opinion
AuditorGUILMARTIN,DIPIRO & SOKOLOWSKI, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 368 accts
2023$4.7M · 380 accts · $1.0M emplr
2022$3.1M · 347 accts
The Midstate Arc, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Midstate Arc, Inc.'s 2024 employer contribution ran below the $1,313 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
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$3,878

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$3,878 · 0.08%
2023$3,830 · 0.10%
2022$3,095 · 0.11%
Same employer
Similar plansReal Estate & Leasing · Connecticut
Blt Management, LLC CT$14.3M · 0.51%
Rps, Inc. CT$11.4M · 0.38%
Vesta Corporation CT$9.3M · 0.59%
Broadway Maintenance LLC NY$5.2M · 0.28%
Mainstay Labs Inc. AZ$5.2M · 0.02%
Uli Service LLC WI$5.2M · 0.93%
Plk Communities LLC OH$5.2M · 0.15%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 060756834 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.