Plan Ledger DOL Form 5500 · updated monthly

Celtic Angels, Inc.401(k)

CELTIC ANGELS, INC. 401(K) PROFIT SHARING PLAN · WEYMOUTH, MA · plan year 2022

Reported admin expense ratio · 2022
0.76%

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

Celtic Angels, Inc. reported $11,429 in plan administrative expenses for 2022: 0.76% of average plan assets, above the peer median. Employer contributions averaged $577 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (2,612th of 2,726), and 10,471st of 11,911 in health care & social assistance. In 2022, employees put in $2.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,495,946
Participants with balances43
Active participants117
Employer contributions$67,487
Employee contributions$152,345
Employer contribution per active participant$577
Average account balance$34,789
Benefits paid to participants$11,612
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,326
Investment management$7,103
Total administrative$11,429
The Celtic Angels, Inc. 401(k) match · 2022
Employer contribution per active participant$577
Median for plans this size$1,114

Celtic Angels, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$11,429 · 0.76%
Similar plansHealth Care & Social Assistance · Massachusetts
Attentive Home Care, Inc. MA$1.6M · 0.97%
Oxford Street Education MA$1.5M · 0.25%
Best of Care, Inc. MA$1.5M · 0.01%
Privatus Care Solutions MA$1.4M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203041697 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.