Plan Ledger DOL Form 5500 · updated monthly

Tapestry Management Services401(k)

TAPESTRY MANAGEMENT SERVICES 401(K) PROFIT SHARING PLAN & TRUST · STRATFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Tapestry Management Services reported $28,188 in plan administrative expenses for 2024: 0.57% of average plan assets, above the peer median. Employer contributions averaged $2,752 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 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Connecticut (855th of 1,106), and the 1,263rd of 2,534 in administrative & support services. In 2024, employees put in $2.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,621,348
Participants with balances420
Active participants384
Employer contributions$1,056,736
Employee contributions$2,237,340
Employer contribution per active participant$2,752
Average account balance$15,765
Benefits paid to participants$1,016,726
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,188
Total administrative$28,188
The Tapestry Management Services 401(k) match · 2024
Employer contribution per active participant$2,752
Median for plans this size$1,313

Tapestry Management Services's 2024 employer contribution ran above the $1,313 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 · 20242
JOHN HANCOCK · Recordkeeping · Investment advisory (participants)$26,048
MMA SECURITIES · Investment advisory (participants)$20,596

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$28,188 · 0.57%
Similar plansAdministrative & Support Services · Connecticut
Imagineers, L.L.C CT$14.0M · 0.92%
Basement Systems, Inc. CT$12.8M · 0.81%
Project Genesis, Inc. CT$6.0M · 0.07%
Aquinas Consulting, LLC CT$5.0M · 0.15%
Mirador, Inc. CT$3.4M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844559744 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.