Plan Ledger DOL Form 5500 · updated monthly

Rollease Acmeda, Inc.401(k)

ROLLEASE ACMEDA, INC. 401(K) PROFIT SHARING PLAN & TRUST · STAMFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Rollease Acmeda, Inc. reported $20,446 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $2,656 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 0.16% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Connecticut (708th of 1,106), and 3,811th of 4,798 in finance & insurance. In 2024, employees put in $2.10 for every $1.00 the employer contributed; active participation has grown from 124 to 140 since 2022.

Plan summary
Net assets, end of year$11,790,578
Participants with balances159
Active participants140
Employer contributions$371,778
Employee contributions$780,300
Employer contribution per active participant$2,656
Average account balance$74,155
Benefits paid to participants$598,669
Plan auditUnmodified (clean) audit opinion
AuditorCAPOSSELA COHEN LLC
Plan history3
Yearassets · accounts · employer contribution
2024$11.8M · 159 accts · $372K emplr
2023$9.7M · 140 accts · $145K emplr
2022$7.5M · 132 accts · $149K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,720
Investment management$726
Total administrative$20,446
The Rollease Acmeda, Inc. 401(k) match · 2024
Employer contribution per active participant$2,656
Median for plans this size$2,416
2024$2,656 per active participant
2023$1,138 per active participant
2022$1,205 per active participant

Rollease Acmeda, Inc.'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$19,720

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$20,446 · 0.19%
2023$15,648 · 0.18%
2022$14,104 · 0.16%
Same employer
Similar plansFinance & Insurance · Connecticut
Gga Retirement LLC CT$15.6M · 0.42%
The Fusco Corporation CT$14.4M · 0.44%
Neis, Inc. CT$10.1M · 0.04%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 133032362 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.