Service Management Group, LLC401(k)
THE EMPLOYEES 401(K) PLAN · SHELTON, CT · plan year 2023
Service Management Group, LLC reported $20,327 in plan administrative expenses for 2023: 0.81% of average plan assets, higher than ~75% of peers. 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 1 year on file its reported administrative ratio rose from 0.73% to 0.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Connecticut (999th of 1,106), and 1,788th of 2,534 in administrative & support services.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 061442195 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.