Plan Ledger DOL Form 5500 · updated monthly

Dellbrook Construction, LLC401(k)

DELLBROOK CONSTRUCTION 401(K) RETIREMENT PLAN · QUINCY, MA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Dellbrook Construction, LLC reported $49,952 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $3,406 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 0.32% to 0.17%. 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 998th-largest of 2,726 plans among Massachusetts employers on file, and the 1,508th of 5,337 in construction. In 2024, employees put in $3.56 for every $1.00 the employer contributed; active participation has shrunk from 255 to 210 since 2022.

Plan summary
Net assets, end of year$30,564,174
Participants with balances295
Active participants210
Employer contributions$715,232
Employee contributions$2,545,953
Employer contribution per active participant$3,406
Average account balance$103,607
Benefits paid to participants$3,707,952
Plan auditUnmodified (clean) audit opinion
AuditorMAMACOS, BYSIEWICZ & ASSOCIATES, LL
Plan history3
Yearassets · accounts · employer contribution
2024$30.6M · 295 accts · $715K emplr
2023$27.2M · 312 accts · $811K emplr
2022$21.2M · 310 accts · $713K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,952
Investment management$25,000
Total administrative$49,952
The Dellbrook Construction, LLC 401(k) match · 2024
Employer contribution per active participant$3,406
Median for plans this size$2,416
2024$3,406 per active participant
2023$3,423 per active participant
2022$2,797 per active participant

Dellbrook Construction, LLC'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 · 20242
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$25,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$24,952

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$49,952 · 0.17%
2023$46,378 · 0.19%
2022$72,907 · 0.32%
Same employer
Similar plansConstruction · Massachusetts
Ene. Systems Inc. MA$33.3M · 0.15%
J.C. Cannistraro, LLC. MA$33.3M · 0.39%
Zampell Refractories, Inc. MA$32.6M · 0.03%
Nexamp, Inc. MA$31.7M · 0.68%
Erland Construction, Inc. MA$29.9M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202862860 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.