Plan Ledger DOL Form 5500 · updated monthly

Plimpton & Hills Corporation Xvd401(k)

PLIMPTON & HILLS CORPORATION XVD EMPLOYEES SAVINGS TRUST · MERIDEN, CT · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Plimpton & Hills Corporation Xvd reported $94,678 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $2,482 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 0.27% to 0.33%. 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 421st-largest of 1,106 plans among Connecticut employers on file, and the 1,346th of 4,246 in wholesale trade. In 2024, employees put in $1.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,280,941
Participants with balances328
Active participants253
Employer contributions$627,993
Employee contributions$1,183,504
Employer contribution per active participant$2,482
Average account balance$92,320
Benefits paid to participants$3,421,325
Plan auditUnmodified (clean) audit opinion
AuditorFML, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$30.3M · 328 accts · $628K emplr
2023$26.3M · 318 accts · $738K emplr
2022$17.7M · 237 accts · $394K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,076
Investment management$59,602
Total administrative$94,678
The Plimpton & Hills Corporation Xvd 401(k) match · 2024
Employer contribution per active participant$2,482
Median for plans this size$2,416
2024$2,482 per active participant
2023$2,529 per active participant
2022$1,616 per active participant

Plimpton & Hills Corporation Xvd's 2024 employer contribution ran above 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
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$35,076
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (plan)$59,602

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

Recordkeeper by year2
2024CPI QUALIFIED PLAN CONSULTANTS, INC
2023CPI QUALIFIED PLAN CONSULTANTS, INC

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

Administrative cost history3
2024$94,678 · 0.33%
2023$76,797 · 0.35%
2022$34,781 · 0.27%
Same employer
Similar plansWholesale Trade · Connecticut
Nefco Holding Company LLC CT$34.1M · 0.13%
Osterman & Company, Inc. CT$33.7M · 0.00%
Southern Auto Sales, Inc. CT$32.7M · 0.44%
Acme United Corporation CT$25.8M · 0.04%
Brescome Barton, Inc. CT$24.0M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060496010 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.