Plan Ledger DOL Form 5500 · updated monthly

Cambridge Healthtech Institute401(k)

CAMBRIDGE HEALTHTECH HOLDING 401(K) PROFIT SHARING PLAN · NEEDHAM, MA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Cambridge Healthtech Institute reported $21,749 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,291 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 0.00% to 0.09%. 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 1,100th-largest of 2,726 plans among Massachusetts employers on file, and the 856th of 2,199 in information & media. In 2024, employees put in $3.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,463,200
Participants with balances189
Active participants144
Employer contributions$473,843
Employee contributions$1,647,469
Employer contribution per active participant$3,291
Average account balance$140,017
Benefits paid to participants$2,842,118
Plan auditUnmodified (clean) audit opinion
AuditorNEWBURG & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$26.5M · 189 accts · $474K emplr
2023$23.5M · 185 accts · $429K emplr
2022$21.1M · 182 accts · $391K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,380
Investment management$18,369
Total administrative$21,749
The Cambridge Healthtech Institute 401(k) match · 2024
Employer contribution per active participant$3,291
Median for plans this size$2,416
2024$3,291 per active participant
2023$3,089 per active participant
2022$2,833 per active participant

Cambridge Healthtech Institute'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 · 20243
LPL FINANCIAL · Recordkeeping · Trustee$18,369
ADP, INC. · Loan processing · Recordkeeping$3,379
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, LPL Financial
2023ADP

This plan has changed recordkeepers within these filings. If you left Cambridge Healthtech Institute before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$21,749 · 0.09%
2023$1,145 · 0.01%
2022$855 · 0.00%
Same employer
Similar plansInformation & Media · Massachusetts
Processunity Inc MA$27.5M · 0.13%
America's Test Kitchen, LP MA$27.4M · 0.46%
Enterprisedb Corporation MA$26.9M · 0.12%
Paytronix Systems, Inc. MA$26.7M · 0.25%
Kyruus, Inc. MA$25.0M · 0.12%
Netbrain Technologies, Inc. MA$24.3M · 0.28%
The Quarto Group, Inc. MA$24.3M · 0.31%
Energy Services Group, LLC. MA$22.9M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043203150 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.