Plan Ledger DOL Form 5500 · updated monthly

A.D. Makepeace Company401(k)

A.D. MAKEPEACE COMPANY 401(K) PLAN · WAREHAM, MA · plan year 2023

Reported admin expense ratio · 2023
0.27%

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

A.D. Makepeace Company reported $34,130 in plan administrative expenses for 2023: 0.27% of average plan assets, below the peer median. Employer contributions averaged $3,570 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 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Massachusetts (1,613th of 2,726), and the 905th of 2,096 in real estate & leasing. In 2023, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,620,621
Participants with balances144
Active participants119
Employer contributions$424,874
Employee contributions$745,428
Employer contribution per active participant$3,570
Average account balance$94,588
Benefits paid to participants$441,504
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.9M · 145 accts · $440K emplr
2023$13.6M · 144 accts · $425K emplr
2022$11.3M · 134 accts · $374K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$9,886
Investment management$24,244
Total administrative$34,130
The A.D. Makepeace Company 401(k) match · 2023
Employer contribution per active participant$3,570
Median for plans this size$2,440
2024$3,960 per active participant
2023$3,570 per active participant
2022$3,278 per active participant

A.D. Makepeace Company's 2023 employer contribution ran above 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 · 20232
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$24,244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$9,886

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$36,650 · 0.28%
2023$34,130 · 0.27%
2022$32,820 · 0.27%
Same employer
Similar plansReal Estate & Leasing · Massachusetts
Ppc Event Services, Inc. MA$14.7M · 0.53%
Gatehouse Management, Inc. MA$13.4M · 0.42%
The Hamilton Company, Inc. MA$13.3M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 041573900 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.