Plan Ledger DOL Form 5500 · updated monthly

Btc Mobility401(k)

BTC MOBILITY 401(K) RETIREMENT PLAN · WALTHAM, 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

Btc Mobility reported $50,967 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $2,999 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 has held roughly steady near 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 977th-largest of 2,726 plans among Massachusetts employers on file, and the 754th of 2,199 in information & media. In 2024, employees put in $3.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,272,946
Participants with balances373
Active participants189
Employer contributions$566,717
Employee contributions$2,182,808
Employer contribution per active participant$2,999
Average account balance$83,842
Benefits paid to participants$3,551,061
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$31.3M · 373 accts · $567K emplr
2023$27.1M · 345 accts · $763K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,002
Investment management$19,965
Total administrative$50,967
The Btc Mobility 401(k) match · 2024
Employer contribution per active participant$2,999
Median for plans this size$2,416
2024$2,999 per active participant
2023$3,567 per active participant

Btc Mobility's 2024 employer contribution ran above 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$31,002
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$19,965

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$50,967 · 0.17%
2023$47,718 · 0.18%
All plans at this employer2
BTC MOBILITY, LLC 401(K) RETIREMENT PLAN401(k)
BTC MOBILITY 401(K) RETIREMENT PLAN401(k)
Same employer
Similar plansInformation & Media · Massachusetts
N-Able Technologies, Inc. MA$35.2M · 0.18%
Risi, Inc. MA$34.0M · 0.20%
Vnc LLC MA$30.7M · 0.33%
Power Advocate, Inc. MA$29.3M · 0.00%
Vista Higher Learning, Inc. MA$27.5M · 0.24%
Processunity Inc MA$27.5M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990377610 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.