Plan Ledger DOL Form 5500 · updated monthly

Adie Conway Inc401(k)

ADIE CONWAY INC 401(K) PROFIT SHARING PLAN & TRUST · CHELMSFORD, MA · plan year 2022

Reported admin expense ratio · 2022
0.54%

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

Adie Conway Inc reported $1,858 in plan administrative expenses for 2022: 0.54% of average plan assets, below the peer median. Employer contributions averaged $416 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (2,697th of 2,726), and 11,511th of 11,654 in professional & technical services. In 2022, employees put in $6.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$269,651
Participants with balances514
Active participants16
Employer contributions$6,650
Employee contributions$42,089
Employer contribution per active participant$416
Average account balance$525
Benefits paid to participants$148,809
Plan auditUnmodified (clean) audit opinion
AuditorJOHNSON O'CONNOR FERON&CARUCCI LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,858
Total administrative$1,858
The Adie Conway Inc 401(k) match · 2022
Employer contribution per active participant$416
Median for plans this size$331

Adie Conway Inc's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,858 · 0.54%
Similar plansProfessional & Technical Services · Massachusetts
Sensys Gatso USA, Inc. MA$678K · 0.04%
Bask Inc MA$518K · 0.80%
Focus Care Solutions Inc MA$84K · 0.73%
Brighttalk Inc. MA$115 · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042584874 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.