Plan Ledger DOL Form 5500 · updated monthly

R. T. Vanderbilt Holding Company, Inc.401(k)

R.T. VANDERBILT HOLDING COMPANY, INC. 401(K) PLAN · NORWALK, CT · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

R. T. Vanderbilt Holding Company, Inc. reported $182,402 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,786 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 0.00% to 0.25%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 237th-largest of 1,106 plans among Connecticut employers on file, and the 551st of 4,246 in wholesale trade. In 2024, employees put in $2.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$74,851,314
Participants with balances329
Active participants246
Employer contributions$931,330
Employee contributions$2,605,541
Employer contribution per active participant$3,786
Average account balance$227,512
Benefits paid to participants$9,019,606
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$74.9M · 329 accts · $931K emplr
2023$73.2M · 390 accts · $960K emplr
2022$72.8M · 349 accts · $945K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,224
Investment management$171,901
Total administrative$182,402
The R. T. Vanderbilt Holding Company, Inc. 401(k) match · 2024
Employer contribution per active participant$3,786
Median for plans this size$3,635
2024$3,786 per active participant
2023$3,781 per active participant
2022$3,707 per active participant

R. T. Vanderbilt Holding Company, 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 · 20243
MERCER INVESTMENTS, LLC · Consulting · Insurance services$169,490
EMPOWER ADVISORY GROUP, LLC · Investment management$2,411

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$182,402 · 0.25%
2023$10,142 · 0.01%
2022$3,793 · 0.00%
All plans at this employer3
R. T. VANDERBILT HOLDING COMPANY INC. EMPLOYEE STOCK OWNERSHIP PLANStock bonus plan
R.T. VANDERBILT HOLDING COMPANY, INC. 401(K) PLAN401(k)
R.T. VANDERBILT HOLDING COMPANY, INC. HOURLY EMPLOYEE 401(K) SAVINGS PLAN401(k)
Same employer
Similar plansWholesale Trade · Connecticut
Dairyland USA Corp. CT$117.3M · 0.25%
Timex Group USA, Inc. CT$116.2M · 0.10%
Bozzuto's, Inc. CT$95.1M · 0.07%
Icon International, Inc. CT$60.6M · 0.01%
Thule Inc. CT$46.5M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461031856 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.