Plan Ledger DOL Form 5500 · updated monthly

The Rossi Group, LLC401(k)

THE ROSSI GROUP 401(K) PLAN · CROMWELL, CT · plan year 2024

Reported admin expense ratio · 2024
0.72%

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

The Rossi Group, LLC reported $45,175 in plan administrative expenses for 2024: 0.72% of average plan assets, above the peer median. Employer contributions averaged $884 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 0.32% to 0.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Connecticut (852nd of 1,106), and 10,292nd of 13,661 in manufacturing. In 2024, employees put in $2.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,775,887
Participants with balances240
Active participants246
Employer contributions$217,466
Employee contributions$605,416
Employer contribution per active participant$884
Average account balance$28,233
Benefits paid to participants$381,226
Plan auditUnmodified (clean) audit opinion
AuditorMAHONEY SABOL & COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.8M · 240 accts · $217K emplr
2023$5.7M · 218 accts · $213K emplr
2022$5.0M · 193 accts · $172K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,175
Total administrative$45,175
The The Rossi Group, LLC 401(k) match · 2024
Employer contribution per active participant$884
Median for plans this size$1,313
2024$884 per active participant
2023$911 per active participant
2022$703 per active participant

The Rossi Group, LLC's 2024 employer contribution ran below 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
CAPITAL GROUP RETIREMENT PLAN$23,009
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$19,696

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

Administrative cost history3
2024$45,175 · 0.72%
2023$36,837 · 0.69%
2022$16,342 · 0.32%
Same employer
Similar plansManufacturing · Connecticut
Seidel, Inc. CT$7.1M · 0.12%
Midsun Group Inc CT$6.6M · 0.23%
Verbio North America LLC CT$6.1M · 1.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271727530 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.