Plan Ledger DOL Form 5500 · updated monthly

Boothby Therapy Services401(k)

BOOTHBY THERAPY SERVICES 401(K) PLAN · LACONIA, NH · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Boothby Therapy Services reported $33,388 in plan administrative expenses for 2024: 0.52% of average plan assets, below the peer median. Employer contributions averaged $1,690 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 rose from 0.20% to 0.52%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New Hampshire (299th of 411), and 6,769th of 11,911 in health care & social assistance. In 2024, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,209,239
Participants with balances151
Active participants172
Employer contributions$290,600
Employee contributions$638,573
Employer contribution per active participant$1,690
Average account balance$47,743
Benefits paid to participants$71,794
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$7.2M · 151 accts · $291K emplr
2023$5.5M · 122 accts · $157K emplr
Administrative expenses, itemized · 2024
Investment management$33,388
Total administrative$33,388
The Boothby Therapy Services 401(k) match · 2024
Employer contribution per active participant$1,690
Median for plans this size$1,313
2024$1,690 per active participant
2023$995 per active participant

Boothby Therapy Services's 2024 employer contribution ran above the $1,313 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 · 20242
HUMAN INTEREST ADVISOR LLC · Contract administrator · Investment advisory (plan)$12,580
MICHAEL FOGARTY · Investment advisory (plan)$20,808

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

Recordkeeper by year2
2024Human Interest
2023THE FOUNDRY FINANCIAL GROUP

This plan has changed recordkeepers within these filings. If you left Boothby Therapy Services before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$33,388 · 0.52%
2023$10,766 · 0.20%
Similar plansHealth Care & Social Assistance · New Hampshire
Taylor Community NH$6.8M · 1.02%
Granite Bay Care, Inc. NH$6.8M · 1.27%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 113781214 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.