Plan Ledger DOL Form 5500 · updated monthly

Sarah Tuxis Residential Servic401(k)

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SARAH TUXIS RESIDENTIAL SERVICES, INC. · GUILFORD, CT · plan year 2023

Reported admin expense ratio · 2023
0.05%

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

Sarah Tuxis Residential Servic reported $1,308 in plan administrative expenses for 2023: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,038 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Connecticut (993rd of 1,106), and 2,683rd of 3,341 in other services. In 2023, the employer put in $1.47 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$2,902,637
Participants with balances167
Active participants289
Employer contributions$300,000
Employee contributions$203,548
Employer contribution per active participant$1,038
Average account balance$17,381
Benefits paid to participants$530,823
Plan auditUnmodified (clean) audit opinion
AuditorACCAVALLO & COMPANY LLC
The Sarah Tuxis Residential Servic 401(k) match · 2023
Employer contribution per active participant$1,038
Median for plans this size$1,308

Sarah Tuxis Residential Servic's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,308

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

Administrative cost history1
2023$1,308 · 0.05%
Similar plansOther Services · Connecticut
Columbus House, Inc. CT$4.0M · 0.75%
Amg Enterprises LLC CT$1.2M · 1.89%
Ewc Growth Partners LLC CT$423K · 1.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061297908 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.