Plan Ledger DOL Form 5500 · updated monthly

Adcole LLC401(k)

ADCOLE LLC 401(K) PROFIT SHARING PLAN · MARLBOROUGH, MA · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

Adcole LLC reported $4,960 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 rose from 0.03% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Massachusetts (1,490th of 2,726), and the 6,754th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$16,209,934
Participants with balances105
Active participants46
Employer contributions$0
Employee contributions$423,194
Employer contribution per active participant$0
Average account balance$154,380
Benefits paid to participants$1,148,631
Plan auditUnmodified (clean) audit opinion
AuditorMAZARS USA LLP
Plan history2
Yearassets · accounts · employer contribution
2023$14.6M · 96 accts
2022$16.2M · 105 accts
Administrative expenses, itemized · 2022
Investment management$4,045
Total administrative$4,960
The Adcole LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$2,266

Adcole LLC's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$6,463 · 0.04%
2022$4,960 · 0.03%
Same employer
Similar plansManufacturing · Massachusetts
The October Company, Inc. MA$16.3M · 0.35%
Rentschler Biopharma Inc. MA$16.3M · 0.18%
Verastem, Inc. MA$16.2M · 0.19%
Pulpdent Corporation MA$16.2M · 0.02%
Syros Pharmaceuticals, Inc. MA$16.2M · 0.25%
Hazen Paper Company MA$16.1M · 0.17%
Csw, Inc. MA$16.0M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042224182 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.