Plan Ledger DOL Form 5500 · updated monthly

Cresa Partners Boston Inc401(k)

CRESA PARTNERS BOSTON INC. 401(K) PROFIT SHARING PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Cresa Partners Boston Inc reported $154,489 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $30,947 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 real estate & leasing employers. By assets it is the 829th-largest of 2,726 plans among Massachusetts employers on file, and the 352nd of 2,096 in real estate & leasing. In 2024, the employer put in $2.03 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$39,905,010
Participants with balances125
Active participants95
Employer contributions$2,939,989
Employee contributions$1,448,914
Employer contribution per active participant$30,947
Average account balance$319,240
Benefits paid to participants$4,387,923
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,984
Investment management$96,505
Total administrative$154,489
The Cresa Partners Boston Inc 401(k) match · 2024
Employer contribution per active participant$30,947
Median for plans this size$2,416

Cresa Partners Boston 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 · 20243
JOHN HANCOCK LIFE INSURANCE CO USA · Recordkeeping · Investment management$1,494
MERRILL LYNCH - EPS · Investment advisory (participants)$57,903
MERRILL LYNCH - FAS · Investment advisory (participants)$38,602

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$154,489 · 0.41%
Similar plansReal Estate & Leasing · Massachusetts
Chestnut Hill Realty Corp. MA$43.3M · 0.34%
Peabody Properties, Inc. MA$40.4M · 0.43%
The Dolben Company, Inc. MA$31.3M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042887907 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.