Plan Ledger DOL Form 5500 · updated monthly

Addgene, Inc403(b)

ADDGENE 403(B) SAVINGS AND RETIREMENT PLAN · WATERTOWN, MA · plan year 2025

Reported admin expense ratio · 2025
0.12%

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

Addgene, Inc reported $11,844 in plan administrative expenses for 2025: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,761 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 fell from 0.15% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (1,757th of 2,726), and 7,466th of 11,654 in professional & technical services. In 2025, employees put in $2.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,743,704
Participants with balances136
Active participants109
Employer contributions$300,956
Employee contributions$804,342
Employer contribution per active participant$2,761
Average account balance$86,351
Benefits paid to participants$164,400
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2025$11.7M · 136 accts · $301K emplr
2024$8.8M · 133 accts · $289K emplr
2023$6.8M · 131 accts · $216K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$1,392
Investment management$10,452
Total administrative$11,844
Employer contributions to the Addgene, Inc plan · 2025
Employer contribution per active participant$2,761
Median for plans this size$2,666
2025$2,761 per active participant
2024$2,578 per active participant
2023$1,878 per active participant

Addgene, Inc's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
ALERUS RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$12,044

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

Recordkeeper by year3
2025Alerus
2024Alerus
2023Alerus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2025$11,844 · 0.12%
2024$12,229 · 0.16%
2023$9,038 · 0.15%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Demiurge Studios Inc. MA$12.1M · 0.22%
Tscan Therapeutics Inc. MA$12.0M · 0.34%
Omega Therapeutics, Inc. MA$11.8M · 0.11%
Whitridge Associates, Inc. MA$11.8M · 0.11%
Viridian Therapeutics, Inc. MA$11.6M · 0.14%
Demand Science Group MA$11.6M · 0.38%
Care Everywhere, LLC MA$11.5M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900133592 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.