Plan Ledger DOL Form 5500 · updated monthly

Amundi US, Inc.401(k)

AMUNDI US, INC. SAVINGS AND INVESTMENT PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Amundi US, Inc. reported $72,536 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,738 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 0.041% to 0.044%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 295th-largest of 2,726 plans among Massachusetts employers on file, and the 652nd of 4,798 in finance & insurance. In 2024, employees put in $4.28 for every $1.00 the employer contributed; active participation has shrunk from 506 to 445 since 2022.

Plan summary
Net assets, end of year$174,214,593
Participants with balances710
Active participants445
Employer contributions$1,663,340
Employee contributions$7,125,956
Employer contribution per active participant$3,738
Average account balance$245,373
Benefits paid to participants$10,091,367
Plan auditUnmodified (clean) audit opinion
AuditorCBIZ CPAS P .C.
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $562K emplr
2024$174.2M · 710 accts · $1.7M emplr
2023$156.0M · 741 accts · $1.7M emplr
2022$136.0M · 749 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,743
Total administrative$72,536
The Amundi US, Inc. 401(k) match · 2024
Employer contribution per active participant$3,738
Median for plans this size$3,635
2024$3,738 per active participant
2023$3,581 per active participant
2022$3,025 per active participant

Amundi US, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20241
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$63,743

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

Recordkeeper by year3
2025Bank of America / Merrill
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history4
2025Not separately reported
2024$72,536 · 0.04%
2023$139,284 · 0.10%
2022$60,408 · 0.04%
All plans at this employer2
AMUNDI US, INC. RETIREMENT BENEFIT PLANMoney purchase plan
AMUNDI US, INC. SAVINGS AND INVESTMENT PLAN401(k)
Same employer
Similar plansFinance & Insurance · Massachusetts
Berkshire Bank MA$182.7M · 0.09%
Nepc, LLC MA$170.6M · 0.06%
Brookline Bancorp, Inc. MA$168.7M · 0.09%
Fallon Community Health Plan MA$167.2M · 0.13%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 135657669 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.