Plan Ledger DOL Form 5500 · updated monthly

Abt Global Inc401(k)

ABT ASSOCIATES INC. PROFIT SHARING AND SAVINGS PLAN · CAMBRIDGE, MA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Abt Global Inc reported $253,741 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $6,442 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 1 year on file its reported administrative ratio fell from 0.08% to 0.06%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 135th-largest of 2,726 plans among Massachusetts employers on file, and the 418th of 11,654 in professional & technical services. In 2024, employees put in $1.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$427,897,645
Participants with balances2,428
Active participants1,215
Employer contributions$7,827,228
Employee contributions$14,978,532
Employer contribution per active participant$6,442
Average account balance$176,235
Benefits paid to participants$47,590,706
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$427.9M · 2,428 accts · $7.8M emplr
2023$389.1M · 2,474 accts · $7.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$93,325
Investment management$98,482
Audit (IQPA)$15,600
Total administrative$253,741
The Abt Global Inc 401(k) match · 2024
Employer contribution per active participant$6,442
Median for plans this size$4,294
2024$6,442 per active participant
2023$6,345 per active participant

Abt Global Inc's 2024 employer contribution ran above the $4,294 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 · 20244
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$98,482
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$93,899
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$46,274
CBIZ MHM, LLC · Accounting / audit$15,600

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

Administrative cost history2
2024$253,741 · 0.06%
2023$269,499 · 0.08%
All plans at this employer2
ABT ASSOCIATES INC. EMPLOYEES STOCK OWNERSHIP PLANESOP
ABT ASSOCIATES INC. PROFIT SHARING AND SAVINGS PLAN401(k)
Same employer
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Forrester Research Inc MA$357.5M · 0.01%
Cornerstone Research, Inc. MA$346.4M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 934368162 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.