Plan Ledger DOL Form 5500 · updated monthly

Astadia, Inc.401(k)

ASTADIA INCORPORATED 401(K) PLAN · LYNNFIELD, MA · plan year 2023

Reported admin expense ratio · 2023
0.87%

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

Astadia, Inc. reported $36,180 in plan administrative expenses for 2023: 0.87% of average plan assets, higher than ~75% of peers. Employer contributions averaged $670 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 1 year on file its reported administrative ratio fell from 1.08% to 0.87%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (2,351st of 2,726), and 9,958th of 11,654 in professional & technical services. In 2023, employees put in $8.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,558,976
Participants with balances118
Active participants152
Employer contributions$101,904
Employee contributions$854,762
Employer contribution per active participant$670
Average account balance$38,635
Benefits paid to participants$903,574
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$4.6M · 118 accts · $102K emplr
2022$3.7M · 128 accts · $121K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$20,535
Investment management$10,145
Audit (IQPA)$5,500
Total administrative$36,180
The Astadia, Inc. 401(k) match · 2023
Employer contribution per active participant$670
Median for plans this size$1,308
2023$670 per active participant
2022$810 per active participant

Astadia, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$20,535
GALLAGHER FIDUCIARY ADVISORS LLC · Investment advisory (plan)$10,107
MALONEY+NOVOTNY LLC · Accounting / audit$5,500

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

Administrative cost history3
2024Not separately reported
2023$36,180 · 0.87%
2022$42,720 · 1.08%
Similar plansProfessional & Technical Services · Massachusetts
Biosynth International MA$4.7M · 1.53%
Racepoint Global, Inc. MA$4.7M · 0.49%
Reveneer, Inc. MA$4.6M · 1.49%
Invaio Sciences Inc. MA$4.6M · 0.50%
Vizgen, Inc. MA$4.6M · 0.13%
Mass Design Group LTD MA$4.5M · 0.02%
Patriot Ambulance, Inc. MA$4.4M · 0.82%
Mainsail Group LLC MA$4.4M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831182178 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.