Plan Ledger DOL Form 5500 · updated monthly

Concentric Group, Inc.401(k)

CONCENTRIC ADVISORS 401(K) RETIREMENT PLAN · KIRKLAND, WA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Concentric Group, Inc. reported $48,081 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $3,446 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 687th-largest of 1,714 plans among Washington employers on file, and the 5,531st of 11,654 in professional & technical services. In 2024, employees put in $2.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,049,032
Participants with balances406
Active participants264
Employer contributions$909,862
Employee contributions$2,222,257
Employer contribution per active participant$3,446
Average account balance$49,382
Benefits paid to participants$2,356,959
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,784
Investment management$34,297
Total administrative$48,081
The Concentric Group, Inc. 401(k) match · 2024
Employer contribution per active participant$3,446
Median for plans this size$2,416

Concentric Group, Inc.'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 · 20241
BETTERMENT FOR BUSINESS, LLC · Investment advisory (plan)$48,082

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

Administrative cost history1
2024$48,081 · 0.26%
Same employer
Similar plansProfessional & Technical Services · Washington
Wongdoody, Inc. WA$20.5M · 0.21%
Appen Butler Hill, Inc. WA$20.2M · 0.37%
Mackay & Sposito, Inc. WA$20.1M · 0.31%
Enviroissues WA$19.9M · 0.15%
Fresh Consulting, Inc. WA$19.8M · 0.59%
Kymeta Corporation WA$19.8M · 0.21%
Perteet, Inc. WA$19.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813389131 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.