Plan Ledger DOL Form 5500 · updated monthly

Coordinates Operations LLC401(k)

COORDINATES OPERATIONS LLC 401(K) RETIREMENT PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.01%

Coordinates Operations LLC reported $10,617 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. 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 0.006% to 0.006%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 270th-largest of 2,726 plans among Massachusetts employers on file, and the 851st of 11,654 in professional & technical services. active participation has grown from 608 to 673 since 2022.

Plan summary
Net assets, end of year$187,582,840
Participants with balances664
Active participants673
Employer contributions—
Employee contributions$13,908,837
Employer contribution per active participant—
Average account balance$282,504
Benefits paid to participants$20,430,201
Plan auditUnmodified (clean) audit opinion
AuditorPETER J. GILMAN, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$187.6M · 664 accts
2023$162.3M · 649 accts
2022$126.2M · 587 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,617
Total administrative$10,617
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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$12,101

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$10,617 · 0.01%
2023$7,544 · 0.01%
2022$7,866 · 0.01%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Abiomed, Inc. MA$210.6M · 0.09%
Goto Technologies USA, Inc. MA$196.0M · 0.13%
Galaxy US Opco Inc. MA$193.6M · 0.03%
Lek Consulting LLC MA$190.2M · 0.04%
Tighe & Bond, Inc. MA$186.2M · 0.05%
Irobot Corporation MA$185.2M · 0.11%
The Brattle Group, Inc. MA$183.2M · 0.07%
John Snow, Inc. MA$180.9M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272192607 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.