Plan Ledger DOL Form 5500 · updated monthly

Celtra Technologies, Inc.401(k)

CELTRA 401(K) PLAN · MANSFIELD, MA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Celtra Technologies, Inc. reported $42,103 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $4,694 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 0.02% to 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Massachusetts (1,927th of 2,726), and 1,533rd of 2,199 in information & media. In 2024, employees put in $3.07 for every $1.00 the employer contributed; active participation has shrunk from 65 to 47 since 2022.

Plan summary
Net assets, end of year$9,650,431
Participants with balances106
Active participants47
Employer contributions$220,614
Employee contributions$677,489
Employer contribution per active participant$4,694
Average account balance$91,042
Benefits paid to participants$1,060,216
Plan auditUnmodified (clean) audit opinion
AuditorPKF O'CONNOR DAVIS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 106 accts · $221K emplr
2023$8.5M · 119 accts · $223K emplr
2022$6.8M · 133 accts · $307K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,781
Investment management$17,755
Audit (IQPA)$7,567
Total administrative$42,103
The Celtra Technologies, Inc. 401(k) match · 2024
Employer contribution per active participant$4,694
Median for plans this size$1,313
2024$4,694 per active participant
2023$3,987 per active participant
2022$4,717 per active participant

Celtra Technologies, Inc.'s 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
GALLAGHER FIDUCIARY ADVISORS LLC · Investment advisory (plan)$17,755
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$16,780
PFK O'CONNOR DAVIES, LLP · Accounting / audit$7,567

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$42,103 · 0.46%
2023$1,345 · 0.02%
2022$1,500 · 0.02%
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The Switch Enterprises, LLC MA$10.8M · 0.05%
Invaluable LLC MA$10.3M · 0.01%
Devo Technology, Inc. MA$10.1M · 0.09%
Help Scout Pbc MA$9.6M · 0.44%
Titanium Platform, LLC MA$9.0M · 0.13%
Aseko, Inc. dba Glytec MA$8.7M · 0.11%
Teikametrics, Inc. MA$8.6M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274395872 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.