Plan Ledger DOL Form 5500 · updated monthly

Santa Fuel, Inc.401(k)

SANTA FUEL, INC. 401(K) SAVINGS PLAN · BRIDGEPORT, CT · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Santa Fuel, Inc. reported $35,225 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,858 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 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 427th-largest of 1,106 plans among Connecticut employers on file, and the 1,026th of 5,215 in retail trade. In 2024, employees put in $2.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,040,584
Participants with balances276
Active participants209
Employer contributions$388,253
Employee contributions$1,132,922
Employer contribution per active participant$1,858
Average account balance$108,843
Benefits paid to participants$2,867,307
Plan auditUnmodified (clean) audit opinion
AuditorWALSH & DICKINSON
Plan history3
Yearassets · accounts · employer contribution
2024$30.0M · 276 accts · $388K emplr
2023$27.4M · 271 accts · $460K emplr
2022$25.6M · 280 accts · $515K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,225
Investment management$34,000
Total administrative$35,225
The Santa Fuel, Inc. 401(k) match · 2024
Employer contribution per active participant$1,858
Median for plans this size$2,416
2024$1,858 per active participant
2023$2,824 per active participant
2022$2,550 per active participant

Santa Fuel, Inc.'s 2024 employer contribution ran below 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
MAYFLOWER FINANCIAL ADVISORS LLC · Investment advisory (plan)$34,000
JPMORGAN INVEST HOLDINGS LLC$505

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$35,225 · 0.12%
2023$27,290 · 0.10%
2022$1,085 · 0.00%
Same employer
Similar plansRetail Trade · Connecticut
Colony Hardware Corp. CT$63.9M · 0.32%
Sdi Stores, LLC CT$34.6M · 0.48%
Prrc, Inc. CT$31.9M · 0.11%
Hoffman Enterprises CT$29.6M · 0.43%
Miller Motorcars, Inc. CT$27.9M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060679846 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.