Plan Ledger DOL Form 5500 · updated monthly

R.C. Bigelow, Inc.401(k)

BIGELOW TEA EMPLOYEES 401(K) PLAN · FAIRFIELD, CT · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

R.C. Bigelow, Inc. reported $17,068 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,874 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 0.022% to 0.024%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 241st-largest of 1,106 plans among Connecticut employers on file, and the 2,347th of 13,661 in manufacturing. In 2024, employees put in $1.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$74,571,651
Participants with balances581
Active participants444
Employer contributions$2,163,905
Employee contributions$2,986,028
Employer contribution per active participant$4,874
Average account balance$128,351
Benefits paid to participants$7,832,883
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$74.6M · 581 accts · $2.2M emplr
2023$68.7M · 577 accts · $2.1M emplr
2022$60.2M · 596 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,068
Total administrative$17,068
The R.C. Bigelow, Inc. 401(k) match · 2024
Employer contribution per active participant$4,874
Median for plans this size$3,635
2024$4,874 per active participant
2023$4,726 per active participant
2022$4,186 per active participant

R.C. Bigelow, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20241
JOHN HANCOCK · Recordkeeping · Loan processing$17,068

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$17,068 · 0.02%
2023$17,703 · 0.03%
2022$14,534 · 0.02%
Same employer
Similar plansManufacturing · Connecticut
The Siemon Company CT$82.3M · 0.03%
Whitcraft LLC CT$75.4M · 0.21%
Ashcroft Inc. CT$75.4M · 0.03%
Ebm-Papst Inc. CT$71.4M · 0.00%
Cnc Software, Inc. CT$71.2M · 0.22%
Photronics, Inc. CT$70.0M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060646518 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.