Plan Ledger DOL Form 5500 · updated monthly

Boston Ivf, LLC401(k)

BOSTON IVF 401(K) PLAN · WALTHAM, MA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Boston Ivf, LLC reported $87,400 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $1,091 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 fell from 0.26% to 0.21%. 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 760th-largest of 2,726 plans among Massachusetts employers on file, and the 3,028th of 11,654 in professional & technical services. In 2024, employees put in $4.73 for every $1.00 the employer contributed; active participation has grown from 529 to 665 since 2022.

Plan summary
Net assets, end of year$44,526,662
Participants with balances684
Active participants665
Employer contributions$725,308
Employee contributions$3,430,113
Employer contribution per active participant$1,091
Average account balance$65,097
Benefits paid to participants$5,876,675
Plan auditUnmodified (clean) audit opinion
AuditorCARON AND BLETZER PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$44.5M · 684 accts · $725K emplr
2023$39.0M · 595 accts · $604K emplr
2022$32.0M · 547 accts · $539K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,627
Investment management$53,773
Total administrative$87,400
The Boston Ivf, LLC 401(k) match · 2024
Employer contribution per active participant$1,091
Median for plans this size$2,416
2024$1,091 per active participant
2023$1,096 per active participant
2022$1,019 per active participant

Boston Ivf, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20242
LION STREET ADVISORS LLC · Investment advisory (plan)$50,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$33,627

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$87,400 · 0.21%
2023$80,597 · 0.23%
2022$91,090 · 0.26%
Similar plansProfessional & Technical Services · Massachusetts
Indigo AG, Inc. MA$44.9M · 0.30%
Savant Systems, Inc. MA$44.7M · 0.18%
2SEVENTY Bio, Inc. MA$44.4M · 0.22%
Alpha Analytical, Inc. MA$43.8M · 0.15%
Relay Therapeutics, Inc. MA$43.7M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042921956 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.