Plan Ledger DOL Form 5500 · updated monthly

Access Tca, Inc.401(k)

ACCESS TCA, INC. 401(K) PROFIT SHARING PLAN · WHITINSVILLE, MA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Access Tca, Inc. reported $1,125 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $688 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 0.00% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,357th-largest of 2,726 plans among Massachusetts employers on file, and the 6,132nd of 13,661 in manufacturing. In 2024, employees put in $10.39 for every $1.00 the employer contributed; active participation has grown from 143 to 166 since 2022.

Plan summary
Net assets, end of year$18,922,715
Participants with balances203
Active participants166
Employer contributions$114,239
Employee contributions$1,186,699
Employer contribution per active participant$688
Average account balance$93,215
Benefits paid to participants$1,910,960
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.9M · 203 accts · $114K emplr
2023$16.7M · 196 accts · $110K emplr
2022$14.3M · 194 accts · $90K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,125
Total administrative$1,125
The Access Tca, Inc. 401(k) match · 2024
Employer contribution per active participant$688
Median for plans this size$2,416
2024$688 per active participant
2023$765 per active participant
2022$627 per active participant

Access Tca, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,125
LPL FINANCIAL LLCindirect comp

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$1,125 · 0.01%
2023$825 · 0.01%
2022$625 · 0.00%
Same employer
Similar plansManufacturing · Massachusetts
Eastern Fisheries, Inc. MA$19.7M · 0.24%
Belmont Instrument LLC MA$19.4M · 0.43%
Omni Services, Inc. MA$19.1M · 0.30%
Rexa, Inc. MA$19.0M · 0.02%
Amylyx Pharmaceuticals Inc. MA$18.8M · 0.07%
Uniqure, Inc. MA$18.6M · 0.38%
Whoop Inc. MA$18.5M · 0.11%
Primo Medical Group, Inc. MA$18.5M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042861732 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.