Plan Ledger DOL Form 5500 · updated monthly

Bluerock Therapeutics LP401(k)

BLUEROCK THERAPEUTICS US RETIREMENT PLAN · CAMBRIDGE, 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

Bluerock Therapeutics LP reported $7,328 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,207 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 0.035% to 0.044%. 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 1,281st-largest of 2,726 plans among Massachusetts employers on file, and the 5,446th of 11,654 in professional & technical services. In 2024, employees put in $3.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,630,806
Participants with balances307
Active participants232
Employer contributions$975,940
Employee contributions$3,782,279
Employer contribution per active participant$4,207
Average account balance$67,201
Benefits paid to participants$1,101,325
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.6M · 307 accts · $976K emplr
2023$12.5M · 270 accts · $882K emplr
2022$6.7M · 219 accts · $700K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,403
Investment management$1,175
Total administrative$7,328
The Bluerock Therapeutics LP 401(k) match · 2024
Employer contribution per active participant$4,207
Median for plans this size$2,416
2024$4,207 per active participant
2023$3,939 per active participant
2022$3,257 per active participant

Bluerock Therapeutics LP's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20241
FIIOC · Recordkeeping$5,403

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$7,328 · 0.04%
2023$2,653 · 0.03%
2022$2,008 · 0.04%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Hub Pen Company, LLC MA$20.7M · 0.02%
Litmus Software, Inc. MA$20.7M · 0.13%
Eclinical Solutions LLC MA$20.6M · 0.32%
Connelly Partners, LLC MA$20.4M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364841934 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.