Plan Ledger DOL Form 5500 · updated monthly

Bard Rao Athanas Consulting Engineers, LLC401(k)

BARD RAO ATHANAS CONSULTING ENGINEERS, LLC 401K PLAN · BOSTON, 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

Bard Rao Athanas Consulting Engineers, LLC reported $8,912 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,654 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 0.006% to 0.009%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 411th-largest of 2,726 plans among Massachusetts employers on file, and the 1,420th of 11,654 in professional & technical services. In 2024, employees put in $2.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$106,672,541
Participants with balances601
Active participants477
Employer contributions$2,219,726
Employee contributions$5,953,335
Employer contribution per active participant$4,654
Average account balance$177,492
Benefits paid to participants$9,880,398
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$106.7M · 601 accts · $2.2M emplr
2023$91.4M · 627 accts · $2.7M emplr
2022$72.8M · 574 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,912
Total administrative$8,912
The Bard Rao Athanas Consulting Engineers, LLC 401(k) match · 2024
Employer contribution per active participant$4,654
Median for plans this size$3,635
2024$4,654 per active participant
2023$5,103 per active participant
2022$3,129 per active participant

Bard Rao Athanas Consulting Engineers, LLC'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

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$8,912 · 0.01%
2023$6,061 · 0.01%
2022$4,883 · 0.01%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Sullivan & Worcester LLP MA$117.9M · 0.08%
The Vertex Companies, LLC MA$117.7M · 0.03%
Lionbridge Technologies, LLC MA$112.3M · 0.33%
American Well Corporation MA$108.4M · 0.24%
Lifeworks (US) LTD. MA$98.9M · 0.28%
The Dennis Group, Inc. MA$98.3M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043519357 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.