Plan Ledger DOL Form 5500 · updated monthly

Boston Va Research Institute, Inc.403(b)

BOSTON VA RESEARCH INSTITUTE, INC. 403(B) PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Boston Va Research Institute, Inc. reported $27,238 in plan administrative expenses for 2024: 0.36% of average plan assets, below the peer median. Employer contributions averaged $2,019 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 0.31% to 0.36%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (2,038th of 2,726), and 8,636th of 11,654 in professional & technical services. In 2024, employees put in $3.00 for every $1.00 the employer contributed; active participation has grown from 59 to 76 since 2022.

Plan summary
Net assets, end of year$8,142,487
Participants with balances129
Active participants76
Employer contributions$153,464
Employee contributions$460,994
Employer contribution per active participant$2,019
Average account balance$63,120
Benefits paid to participants$534,668
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 129 accts · $153K emplr
2023$7.0M · 127 accts · $114K emplr
2022$6.0M · 132 accts · $205K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,852
Audit (IQPA)$25,386
Total administrative$27,238
Employer contributions to the Boston Va Research Institute, Inc. plan · 2024
Employer contribution per active participant$2,019
Median for plans this size$1,313
2024$2,019 per active participant
2023$1,787 per active participant
2022$3,466 per active participant

Boston Va Research Institute, Inc.'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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$1,852
TWELVE POINTS WEALTH MGT LLC · Investment advisory (plan)$25,386

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$27,238 · 0.36%
2023$24,048 · 0.37%
2022$19,807 · 0.31%
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Source: U.S. Department of Labor, Form 5500 series, EIN 043081524 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.