Plan Ledger DOL Form 5500 · updated monthly

The New Haven Companies, Inc.401(k)

THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS PLAN · FREDERICKSBURG, VA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

The New Haven Companies, Inc. reported $3,865 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,970 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 2 years on file its reported administrative ratio rose from 0.03% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Virginia (1,628th of 2,266), and 3,284th of 4,246 in wholesale trade. In 2024, employees put in $2.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,538,276
Participants with balances95
Active participants134
Employer contributions$264,002
Employee contributions$598,622
Employer contribution per active participant$1,970
Average account balance$79,350
Benefits paid to participants$1,381,562
Plan auditUnmodified (clean) audit opinion
AuditorBISHOP FARMER AND CO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 95 accts · $264K emplr
2023$7.2M · 105 accts · $282K emplr
2022$5.9M · 100 accts · $265K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,235
Investment management$630
Total administrative$3,865
The The New Haven Companies, Inc. 401(k) match · 2024
Employer contribution per active participant$1,970
Median for plans this size$1,313
2024$1,970 per active participant
2023$2,122 per active participant
2022$1,922 per active participant

The New Haven Companies, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. 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. · Loan processing · Recordkeeping$3,864
ADP BROKER-DEALER · Other servicesindirect comp

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
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$3,865 · 0.05%
2023$1,771 · 0.03%
2022$1,997 · 0.03%
Same employer
Similar plansWholesale Trade · Virginia
Hobbs & Associates, Inc. VA$8.8M · 0.03%
Infinity Global, Inc VA$8.6M · 0.02%
E. E. Wine, Inc. VA$8.3M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201745524 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.