Plan Ledger DOL Form 5500 · updated monthly

Boston Analytical, Inc.401(k)

BOSTON ANALYTICAL 401(K) PLAN · SALEM, NH · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Boston Analytical, Inc. reported $61,872 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $1,824 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 0.06% to 0.27%. 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 153rd-largest of 411 plans among New Hampshire employers on file, and the 4,869th of 11,654 in professional & technical services. In 2024, employees put in $4.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,180,677
Participants with balances381
Active participants271
Employer contributions$494,425
Employee contributions$2,417,228
Employer contribution per active participant$1,824
Average account balance$63,466
Benefits paid to participants$4,203,801
Plan auditUnmodified (clean) audit opinion
AuditorGRAY, GRAY, AND GRAY LLP
Plan history2
Yearassets · accounts · employer contribution
2024$24.2M · 381 accts · $494K emplr
2023$21.5M · 396 accts · $183K emplr
Administrative expenses, itemized · 2024
Investment management$55,181
Total administrative$61,872
The Boston Analytical, Inc. 401(k) match · 2024
Employer contribution per active participant$1,824
Median for plans this size$2,416
2024$1,824 per active participant
2023$572 per active participant

Boston Analytical, Inc.'s 2024 employer contribution ran below the $2,416 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
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (plan)$55,181
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history2
2024$61,872 · 0.27%
2023$12,934 · 0.06%
Same employer
Similar plansProfessional & Technical Services · New Hampshire
Ballentine Partners, LLC NH$29.7M · 0.01%
Appcast, Inc. NH$29.6M · 0.35%
Vapotherm, Inc. NH$21.9M · 0.62%
Yieldmo, Inc. NH$18.9M · 0.01%
Adrenaline, LLC NH$17.3M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270960485 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.