Plan Ledger DOL Form 5500 · updated monthly

Task Management Inc401(k)

TASK MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST · RIDGEFIELD, CT · plan year 2022

Reported admin expense ratio · 2022
4.67%

Task Management Inc reported $1,665 in plan administrative expenses for 2022: 4.67% 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Connecticut (1,099th of 1,106), and 11,618th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$36,874
Participants with balances0
Active participants0
Employer contributions$0
Employee contributions$14,823
Employer contribution per active participant—
Average account balance—
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,504
Investment management$161
Total administrative$1,665
What these fees cost you

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 history1
2022$1,665 · 4.67%
Similar plansProfessional & Technical Services · Connecticut
The Homeaides LLC CT$160K · 2.64%
Ontario Wings LLC CA$43K · 4.05%
Isite Technologies Inc NJ$42K · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061302515 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.