Plan Ledger DOL Form 5500 · updated monthly

Conservation Law Foundation, Inc.403(b)

CLF RETIREMENT PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Conservation Law Foundation, Inc. reported $15,619 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,953 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 fell from 0.29% to 0.10%. 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 among the smaller plans on file in Massachusetts (1,402nd of 2,726), and 5,890th of 11,654 in professional & technical services. In 2024, employees put in $2.02 for every $1.00 the employer contributed; active participation has grown from 116 to 144 since 2022.

Plan summary
Net assets, end of year$18,145,084
Participants with balances216
Active participants144
Employer contributions$713,202
Employee contributions$1,437,254
Employer contribution per active participant$4,953
Average account balance$84,005
Benefits paid to participants$906,442
Plan auditUnmodified (clean) audit opinion
AuditorCITRIN COOPERMAN AND COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$18.1M · 216 accts · $713K emplr
2023$14.4M · 219 accts · $418K emplr
2022$12.4M · 195 accts · $307K emplr
Employer contributions to the Conservation Law Foundation, Inc. plan · 2024
Employer contribution per active participant$4,953
Median for plans this size$2,416
2024$4,953 per active participant
2023$3,093 per active participant
2022$2,648 per active participant

Conservation Law Foundation, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20244
NATIONWIDE · Recordkeeping · Loan processing$20,562
RPW SOLUTIONS LLC · Contract administrator · Recordkeeping$2,910
GLOBAL RETIREMENT PARTNERS LLC · Securities brokerage$12,495
FIDELITY · Loan processing$390

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

Recordkeeper by year2
2024Nationwide, RPW SOLUTIONS LLC
2023Nationwide, RPW SOLUTIONS LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$15,619 · 0.10%
2023$42,343 · 0.32%
2022$41,529 · 0.29%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Allego Inc MA$18.6M · 0.46%
Aras Corporation MA$18.5M · 0.01%
Cti Biopharma Corp MA$18.3M · 0.13%
Syner-G Biopharma Group LLC MA$18.3M · 0.25%
Eqrx International, Inc. MA$18.1M · 0.05%
Cullinan Therapeutics, Inc. MA$18.0M · 0.01%
Formlabs, Inc. MA$17.8M · 0.41%
Clearplan Consulting, LLC MA$17.7M · 0.17%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 046149986 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.