Plan Ledger DOL Form 5500 · updated monthly

Brandon Residential Treatment Center, Inc403(b)

BRANDON RESIDENTIAL TREATMENT CENTER 403(B) RETIREMENT PLAN · NATICK, MA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Brandon Residential Treatment Center, Inc reported $7,121 in plan administrative expenses for 2024: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $908 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 0.16% to 0.17%. 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 Massachusetts (2,360th of 2,726), and 8,239th of 11,911 in health care & social assistance. In 2024, employees put in $1.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,465,117
Participants with balances114
Active participants161
Employer contributions$146,156
Employee contributions$234,792
Employer contribution per active participant$908
Average account balance$39,168
Benefits paid to participants$85,645
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 114 accts · $146K emplr
2023$3.7M · 94 accts · $82K emplr
2022$3.2M · 98 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$344
Investment management$6,777
Total administrative$7,121
Employer contributions to the Brandon Residential Treatment Center, Inc plan · 2024
Employer contribution per active participant$908
Median for plans this size$1,313
2024$908 per active participant
2023$452 per active participant

Brandon Residential Treatment Center, Inc's 2024 employer contribution ran below 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 · 20241
CAMBRIDGE INVESTMENT RESEARCH · Investment advisory (plan)$5,932

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$7,121 · 0.17%
2023$8,446 · 0.24%
2022$4,781 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Tribute Home Care, LLC MA$4.5M · 1.10%
Able Home Care, LLC MA$4.3M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043015339 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.