Plan Ledger DOL Form 5500 · updated monthly

Construction Management & Builders, Inc.401(k)

C M & B 401(K) RETIREMENT & PROFIT SHARING PLAN · BEVERLY, MA · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Construction Management & Builders, Inc. reported $65,908 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $1,943 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 0.33% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,213th-largest of 2,726 plans among Massachusetts employers on file, and the 1,864th of 5,337 in construction. In 2024, employees put in $6.17 for every $1.00 the employer contributed; active participation has grown from 106 to 121 since 2022.

Plan summary
Net assets, end of year$22,475,802
Participants with balances148
Active participants121
Employer contributions$235,048
Employee contributions$1,450,759
Employer contribution per active participant$1,943
Average account balance$151,864
Benefits paid to participants$2,017,415
Plan history3
Yearassets · accounts · employer contribution
2024$22.5M · 148 accts · $235K emplr
2023$19.6M · 144 accts · $199K emplr
2022$16.4M · 132 accts · $188K emplr
The Construction Management & Builders, Inc. 401(k) match · 2024
Employer contribution per active participant$1,943
Median for plans this size$2,416
2024$1,943 per active participant
2023$1,689 per active participant
2022$1,775 per active participant

Construction Management & Builders, Inc.'s 2024 employer contribution ran below 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
GLOBAL RETIREMENT PARTNERS, LLC. · Investment advisory (plan)$34,836
RPW SOLUTIONS, LLC. · Contract administrator$10,752

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$65,908 · 0.31%
2023$59,332 · 0.33%
2022$58,998 · 0.33%
Similar plansConstruction · Massachusetts
Kelvin Group Co MA$27.1M · 0.40%
Callahan, Inc. MA$25.2M · 0.39%
P.A. Landers, Inc. MA$24.2M · 0.04%
Lorusso Corporation MA$21.1M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043173842 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.