ADVISOR360401(k)
ADVISOR360 401(K) P/S PLAN · WESTON, MA · plan year 2024
ADVISOR360's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $96,551,146 across 578 participant accounts, with employer contributions averaging $7,162 per active participant. See methodology for what Form 5500 does and doesn't capture.
Across the 1 year on file its reported administrative ratio fell from 0.014% to 0.008%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 434th-largest of 2,726 plans among Massachusetts employers on file, and the 318th of 2,199 in information & media. In 2024, employees put in $2.60 for every $1.00 the employer contributed.
ADVISOR360's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 831740964 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.