Plan Ledger DOL Form 5500 · updated monthly

The Arthur G. Russell Company, Inc.401(k)

THE ARTHUR G. RUSSELL COMPANY, INC. PROFIT SHARING PLAN · BRISTOL, CT · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

The Arthur G. Russell Company, Inc. reported $55,137 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $7,334 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.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.181%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 411th-largest of 1,106 plans among Connecticut employers on file, and the 4,344th of 13,661 in manufacturing. In 2024, employees put in $1.69 for every $1.00 the employer contributed; active participation has shrunk from 129 to 114 since 2022.

Plan summary
Net assets, end of year$31,360,496
Participants with balances170
Active participants114
Employer contributions$836,095
Employee contributions$1,411,114
Employer contribution per active participant$7,334
Average account balance$184,474
Benefits paid to participants$4,004,697
Plan auditUnmodified (clean) audit opinion
AuditorFIONDELLA, MILONE & LASARACINA LLP
Plan history3
Yearassets · accounts · employer contribution
2024$31.4M · 170 accts · $836K emplr
2023$29.6M · 157 accts · $710K emplr
2022$28.8M · 169 accts · $949K emplr
The The Arthur G. Russell Company, Inc. 401(k) match · 2024
Employer contribution per active participant$7,334
Median for plans this size$2,416
2024$7,334 per active participant
2023$8,066 per active participant
2022$7,357 per active participant

The Arthur G. Russell Company, Inc.'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 · 20242
ADP, INC. · Recordkeeping · Pension consulting$38,070
DIMEO SCHNEIDER & ASSOCIATES, LLC · Recordkeeping$17,068

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

Recordkeeper by year2
2024ADP, DIMEO SCHNEIDER & ASSOCIATES, LLC
2023ADP, DIMEO SCHNEIDER & ASSOCIATES, LLC

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Administrative cost history3
2024$55,137 · 0.18%
2023$59,975 · 0.21%
2022$51,240 · 0.18%
Similar plansManufacturing · Connecticut
Oem Controls, Inc. CT$32.5M · 0.26%
Mossberg Corporation CT$32.0M · 0.05%
Beekley Corporation CT$31.7M · 0.23%
Aba-Pgt, Inc. CT$31.2M · 0.01%
Shelterlogic Corp. CT$29.0M · 0.28%
Hubbard-Hall, Inc. CT$28.2M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060996719 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.