Plan Ledger DOL Form 5500 · updated monthly

Commonwealth Fusion Systems LLC401(k)

CFS 401(K) PLAN · DEVENS, MA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Commonwealth Fusion Systems LLC reported $78,758 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $3,408 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 0.15% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 820th-largest of 2,726 plans among Massachusetts employers on file, and the 3,273rd of 11,654 in professional & technical services. In 2024, employees put in $2.41 for every $1.00 the employer contributed; active participation has grown from 348 to 1,067 since 2022.

Plan summary
Net assets, end of year$40,416,227
Participants with balances890
Active participants1,067
Employer contributions$3,636,833
Employee contributions$8,766,107
Employer contribution per active participant$3,408
Average account balance$45,411
Benefits paid to participants$1,628,778
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.4M · 890 accts · $3.6M emplr
2023$20.8M · 527 accts · $2.3M emplr
2022$9.1M · 308 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,238
Investment management$74,520
Total administrative$78,758
The Commonwealth Fusion Systems LLC 401(k) match · 2024
Employer contribution per active participant$3,408
Median for plans this size$2,416
2024$3,408 per active participant
2023$3,957 per active participant
2022$3,517 per active participant

Commonwealth Fusion Systems LLC'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
OSAIC WEALTH INC · Investment advisory (plan)$61,768
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$12,753
FIDELITY WORKPLACE SERVICES LLC · Plan administrator · Trustee (discretionary)$4,238

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$78,758 · 0.26%
2023$38,551 · 0.26%
2022$9,314 · 0.15%
Similar plansProfessional & Technical Services · Massachusetts
Nasuni Corporation MA$41.9M · 0.18%
J2 Interactive, LLC MA$41.8M · 0.18%
Sumaria Systems, LLC MA$41.1M · 0.28%
Cerence Operating Company MA$40.2M · 0.01%
Quanterix Corporation MA$39.7M · 0.31%
Smartbear Software, Inc. MA$39.0M · 0.55%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 823262257 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.