Plan Ledger DOL Form 5500 · updated monthly

Aha Consulting Engineers, Inc.401(k)

AHA CONSULTING ENGINEERS, INC. 401K & PROFIT SHARING PLAN · BURLINGTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Aha Consulting Engineers, Inc. reported $4,638 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,090 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 professional & technical services employers. By assets it is the 784th-largest of 2,726 plans among Massachusetts employers on file, and the 3,148th of 11,654 in professional & technical services. In 2024, employees put in $3.90 for every $1.00 the employer contributed; active participation has shrunk from 132 to 112 since 2022.

Plan summary
Net assets, end of year$42,649,521
Participants with balances166
Active participants112
Employer contributions$346,103
Employee contributions$1,348,429
Employer contribution per active participant$3,090
Average account balance$256,925
Benefits paid to participants$863,757
Plan auditUnmodified (clean) audit opinion
AuditorCLARKE, SNOW & RILEY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$42.6M · 166 accts · $346K emplr
2023$34.7M · 162 accts · $311K emplr
2022$29.7M · 170 accts · $367K emplr
Administrative expenses, itemized · 2024
Investment management$22,417
Total administrative$4,638
The Aha Consulting Engineers, Inc. 401(k) match · 2024
Employer contribution per active participant$3,090
Median for plans this size$2,416
2024$3,090 per active participant
2023$2,882 per active participant
2022$2,780 per active participant

Aha Consulting Engineers, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$19,501
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$4,638 · 0.01%
2023$738 · 0.00%
2022$228 · 0.00%
All plans at this employer2
AHA CONSULTING ENGINEERS, INC. 401K & PROFIT SHARING PLAN401(k)
AHA CONSULTING ENGINEERS , INC EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 043130168 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.