Plan Ledger DOL Form 5500 · updated monthly

Wiggin & Dana LLPProfit-sharing plan

WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF · NEW HAVEN, CT · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Wiggin & Dana LLP reported $29,137 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $15,106 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 0.023%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 151st-largest of 1,106 plans among Connecticut employers on file, and the 1,189th of 11,654 in professional & technical services. In 2024, the employer put in $1.52 for every $1.00 employees contributed themselves; active participation has grown from 175 to 196 since 2022.

Plan summary
Net assets, end of year$130,927,078
Participants with balances278
Active participants196
Employer contributions$2,960,803
Employee contributions$1,951,208
Employer contribution per active participant$15,106
Average account balance$470,961
Benefits paid to participants$14,254,831
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$130.9M · 278 accts · $3.0M emplr
2023$123.3M · 275 accts · $2.8M emplr
2022$107.2M · 259 accts · $2.5M emplr
Employer contributions to the Wiggin & Dana LLP plan · 2024
Employer contribution per active participant$15,106
Median for plans this size$3,635
2024$15,106 per active participant
2023$14,076 per active participant
2022$14,300 per active participant

Wiggin & Dana LLP's 2024 employer contribution ran above the $3,635 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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$29,523

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$29,137 · 0.02%
2023$28,382 · 0.02%
2022$27,276 · 0.02%
Same employer
Similar plansProfessional & Technical Services · Connecticut
Acuren Inspection, Inc. CT$148.7M · 0.21%
Sonalysts, Inc CT$145.7M · 0.02%
Murtha Cullina LLP CT$114.9M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060590100 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.