Plan Ledger DOL Form 5500 · updated monthly

Corcoran Management Company, Inc.401(k)

CORCORAN COMPANIES PROFIT SHARING PLAN · BRAINTREE, MA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Corcoran Management Company, Inc. reported $31,789 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,769 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 0.11% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 700th-largest of 2,726 plans among Massachusetts employers on file, and the 278th of 2,096 in real estate & leasing. In 2024, employees put in $2.10 for every $1.00 the employer contributed; active participation has grown from 356 to 393 since 2022.

Plan summary
Net assets, end of year$51,120,639
Participants with balances483
Active participants393
Employer contributions$1,088,024
Employee contributions$2,284,932
Employer contribution per active participant$2,769
Average account balance$105,840
Benefits paid to participants$3,885,938
Plan auditUnmodified (clean) audit opinion
AuditorPKF JND, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$51.1M · 483 accts · $1.1M emplr
2023$42.5M · 432 accts · $978K emplr
2022$35.9M · 421 accts · $828K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,523
Investment management$14,054
Audit (IQPA)$13,212
Total administrative$31,789
The Corcoran Management Company, Inc. 401(k) match · 2024
Employer contribution per active participant$2,769
Median for plans this size$2,416
2024$2,769 per active participant
2023$2,560 per active participant
2022$2,325 per active participant

Corcoran Management Company, 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 · 20243
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$14,054
PKF,P.C · Accounting / audit$13,212
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$4,523

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$31,789 · 0.07%
2023$34,999 · 0.09%
2022$42,696 · 0.11%
Same employer
Similar plansReal Estate & Leasing · Massachusetts
Ta Realty LLC MA$61.7M · 0.11%
Ws Asset Management, Inc. MA$54.4M · 0.27%
New England Business Trust MA$45.8M · 0.28%
Chestnut Hill Realty Corp. MA$43.3M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042661810 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.