What are the fees in the Shoprite of Waterbury, LLC 401(k) plan?

For plan year 2022, Shoprite of Waterbury, LLC reported $52,551 in plan administrative expenses, or 1.32% of average plan assets — higher than ~90% of peers. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Shoprite of Waterbury, LLC 401(k)?

The average participant account balance was $12,309 for plan year 2022, based on 156 accounts.

Shoprite of Waterbury, LLC401(k)

Name: Shoprite of Waterbury, LLC 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

SHOPRITE OF WATERBURY, LLC 401(K) PLAN · BRISTOL, CT · plan year 2022

Reported admin expense ratio · 2022

1.32%

Shoprite of Waterbury, LLC reported $52,551 in plan administrative expenses for 2022: 1.32% of average plan assets, higher than ~90% 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Connecticut (1,039th of 1,106), and 4,049th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$1,920,276
Participants with balances156
Active participants4
Employer contributions—
Employee contributions$306,714
Employer contribution per active participant—
Average account balance$12,309
Benefits paid to participants$3,360,156
Plan auditUnmodified (clean) audit opinion
AuditorHARVEY & HOROWITZ, P.C.

Plan history2

Yearassets · accounts · employer contribution

2023$0

2022$1.9M · 156 accts

What these fees cost you

Your balance

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2

2023Not separately reported

2022$52,551 · 1.32%

Similar plansWholesale Trade · Connecticut
Coversafe Incorporated CT$3.9M · 0.64%
Two Roads Brewing Company LLC CT$2.8M · 0.41%
Discount Trophy & Co., Inc. CT$2.3M · 0.47%
Tomra Ny Recycling, LLC CT$2.2M · 0.43%
Lakin Tire East, Inc. CT$963K · 0.07%
The Nutmeg Spice Company LLC CT$190K · 0.25%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 061459751 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.