Plan Ledger DOL Form 5500 · updated monthly

Bpg Bio, Inc.401(k)

BPG BIO 401(K) PLAN · FRAMINGHAM, MA · plan year 2023

Reported admin expense ratio · 2023
0.57%

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

Bpg Bio, Inc. reported $24,318 in plan administrative expenses for 2023: 0.57% of average plan assets, above the peer median. Employer contributions averaged $7,071 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 fell from 0.84% to 0.57%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (2,322nd of 2,726), and 9,867th of 11,654 in professional & technical services. In 2023, employees put in $1.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,822,200
Participants with balances92
Active participants54
Employer contributions$381,856
Employee contributions$500,218
Employer contribution per active participant$7,071
Average account balance$52,415
Benefits paid to participants$555,571
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$4.8M · 92 accts · $382K emplr
2022$3.8M · 113 accts · $88K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$14,189
Investment management$10,129
Total administrative$24,318
The Bpg Bio, Inc. 401(k) match · 2023
Employer contribution per active participant$7,071
Median for plans this size$1,308
2023$7,071 per active participant
2022$2,323 per active participant

Bpg Bio, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ADP, INC. · Recordkeeping · Investment advisory (participants)$14,294
MMA SECURITIES, LLC · Recordkeeping · Trustee$10,023

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

Administrative cost history2
2023$24,318 · 0.57%
2022$34,692 · 0.84%
Similar plansProfessional & Technical Services · Massachusetts
T3 Expo, LLC MA$5.1M · 0.01%
Cil, Inc. MA$4.8M · 0.68%
Leyton USA, Inc. MA$4.8M · 0.91%
Overture Partners, LLC MA$4.8M · 0.17%
Boston Boatworks, LLC MA$4.7M · 0.62%
Biosynth International MA$4.7M · 1.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 920900159 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.