Plan Ledger DOL Form 5500 · updated monthly

Saxe, Doernberger & Vita, P.C.401(k)

SAXE, DOERNBERGER & VITA, P.C. 401(K) PROFIT SHARING PLAN · TRUMBULL, CT · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Saxe, Doernberger & Vita, P.C. reported $1,986 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,345 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Connecticut (569th of 1,106), and the 5,716th of 11,654 in professional & technical services. In 2024, employees put in $1.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,160,740
Participants with balances144
Active participants103
Employer contributions$859,582
Employee contributions$895,989
Employer contribution per active participant$8,345
Average account balance$133,061
Benefits paid to participants$688,693
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,986
Total administrative$1,986
The Saxe, Doernberger & Vita, P.C. 401(k) match · 2024
Employer contribution per active participant$8,345
Median for plans this size$2,416

Saxe, Doernberger & Vita, P.C.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20241
PASI LLCindirect comp

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

Administrative cost history1
2024$1,986 · 0.01%
Similar plansProfessional & Technical Services · Connecticut
Hrp Associates, Inc. CT$21.2M · 0.01%
Lab Logistics, LLC CT$21.0M · 0.39%
Aps Technology, Inc. CT$19.9M · 0.06%
Silversky Inc. CT$18.5M · 0.02%
365 Operating Company, LLC CT$18.1M · 0.10%
Continuum of Care Inc CT$18.0M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061456414 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.