Plan Ledger DOL Form 5500 · updated monthly

Anaqua, Inc.401(k)

ANAQUA, INC. 401(K) PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Anaqua, Inc. reported $83,974 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $1,048 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 3 years on file its reported administrative ratio has held roughly steady near 0.44%. 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 1,244th-largest of 2,726 plans among Massachusetts employers on file, and the 5,301st of 11,654 in professional & technical services. In 2024, employees put in $7.61 for every $1.00 the employer contributed; active participation has grown from 266 to 293 since 2022.

Plan summary
Net assets, end of year$21,429,823
Participants with balances279
Active participants293
Employer contributions$307,011
Employee contributions$2,337,381
Employer contribution per active participant$1,048
Average account balance$76,809
Benefits paid to participants$736,035
Plan auditUnmodified (clean) audit opinion
AuditorWS CPAS P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$21.4M · 279 accts · $307K emplr
2023$16.3M · 267 accts · $295K emplr
2022$12.0M · 233 accts · $222K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,357
Investment management$43,617
Total administrative$83,974
The Anaqua, Inc. 401(k) match · 2024
Employer contribution per active participant$1,048
Median for plans this size$2,416
2024$1,048 per active participant
2023$1,071 per active participant
2022$833 per active participant

Anaqua, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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.

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
MMA SECURITIES · Investment advisory (plan)$43,617
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$40,357

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$83,974 · 0.44%
2023$62,706 · 0.44%
2022$58,030 · 0.46%
Same employer
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Butcherbox Opco, LLC MA$22.5M · 0.65%
Polygon US Corporation MA$22.2M · 0.10%
Izotope, Inc. MA$21.5M · 0.18%
Drift.com, Inc. MA$21.5M · 0.51%
Wistia, Inc MA$21.4M · 0.01%
Gemini Industries Inc. MA$21.2M · 0.06%
Ufa, Inc. MA$21.1M · 0.24%
Zwicker & Associates, P.C MA$21.0M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202163365 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.