Plan Ledger DOL Form 5500 · updated monthly

William F Fenton, LLC401(k)

WILLIAM F FENTON, LLC 401(K) PLAN · EAST SWANZEY, NH · plan year 2023

Reported admin expense ratio · 2023
0.34%

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

William F Fenton, LLC reported $36,828 in plan administrative expenses for 2023: 0.34% of average plan assets, above the peer median. Employer contributions averaged $1,720 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 0.31% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New Hampshire (241st of 411), and the 2,314th of 5,215 in retail trade. In 2023, employees put in $2.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,714,633
Participants with balances194
Active participants175
Employer contributions$300,956
Employee contributions$710,720
Employer contribution per active participant$1,720
Average account balance$60,385
Benefits paid to participants$1,207,387
Plan auditUnmodified (clean) audit opinion
AuditorALBIN, RANDALL & BENNETT
Plan history3
Yearassets · accounts · employer contribution
2024$10.9M · 198 accts · $293K emplr
2023$11.7M · 194 accts · $301K emplr
2022$10.3M · 186 accts · $311K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$20,611
Total administrative$36,828
The William F Fenton, LLC 401(k) match · 2023
Employer contribution per active participant$1,720
Median for plans this size$2,440
2024$1,723 per active participant
2023$1,720 per active participant
2022$1,882 per active participant

William F Fenton, LLC's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
NATIONAL AUTOMOBILE DEALERS ASSOCIA$12,761
CAPFINANCIAL PARTNERS LLC DBA CAPTR$2,127
NORTHEAST RETIREMENT SERVICES, INC.$1,329

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$44,557 · 0.39%
2023$36,828 · 0.34%
2022$34,092 · 0.31%
Same employer
Similar plansRetail Trade · New Hampshire
Peters Auto Sales, Inc. NH$11.5M · 0.01%
Autostore System, Inc. NH$10.0M · 0.38%
McKinnon Bros Inc. NH$9.7M · 0.63%
McDevitt Trucks, Inc. NH$8.5M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020396507 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.