Plan Ledger DOL Form 5500 · updated monthly

S. Camerota & Sons, Inc.401(k)

S. CAMEROTA & SONS, INC. 401(K) PROFIT SHARING PLAN · ENFIELD, CT · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

S. Camerota & Sons, Inc. reported $4,013 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $815 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 0.01% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Connecticut (634th of 1,106), and the 1,284th of 3,341 in other services. In 2024, employees put in $4.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,093,990
Participants with balances110
Active participants168
Employer contributions$136,949
Employee contributions$565,967
Employer contribution per active participant$815
Average account balance$137,218
Benefits paid to participants$1,587,460
Plan auditUnmodified (clean) audit opinion
AuditorFIONDELLA, MILONE & LASARACINA, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.1M · 110 accts · $137K emplr
2023$14.0M · 112 accts · $133K emplr
2022$14.4M · 112 accts · $126K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,013
Total administrative$4,013
The S. Camerota & Sons, Inc. 401(k) match · 2024
Employer contribution per active participant$815
Median for plans this size$2,416
2024$815 per active participant
2023$777 per active participant
2022$730 per active participant

S. Camerota & Sons, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20243
JANNEY MONTGOMERY SCOTT, LLC$30,151
PASI, LLC · Contract administrator$9,530

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$4,013 · 0.03%
2023$1,509 · 0.01%
2022$1,539 · 0.01%
Same employer
Similar plansOther Services · Connecticut
Galena Associates, LLC CT$15.8M · 0.60%
The Kennedy Center, Inc. CT$13.7M · 0.71%
Propark, Inc. CT$13.3M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060848975 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.