Plan Ledger DOL Form 5500 · updated monthly

Dexter Southfield, Inc.403(b)

DEXTER SOUTHFIELD, INC. DEFINED CONTRIBUTION RETIREMENT PLAN · BROOKLINE, MA · plan year 2025

Reported admin expense ratio · 2025
0.05%

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

Dexter Southfield, Inc. reported $30,071 in plan administrative expenses for 2025: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,014 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 3 years on file its reported administrative ratio rose from 0.03% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other educational services employers. By assets it is the 545th-largest of 2,726 plans among Massachusetts employers on file, and the 709th of 3,091 in educational services. In 2025, the employer put in $1.01 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$69,996,593
Participants with balances507
Active participants226
Employer contributions$1,585,254
Employee contributions$1,574,490
Employer contribution per active participant$7,014
Average account balance$138,060
Benefits paid to participants$3,996,341
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$70.0M · 507 accts · $1.6M emplr
2024$61.4M · 485 accts · $1.4M emplr
2023$52.5M · 458 accts · $1.3M emplr
2022$44.6M · 440 accts · $1.2M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$30,071
Total administrative$30,071
Employer contributions to the Dexter Southfield, Inc. plan · 2025
Employer contribution per active participant$7,014
Median for plans this size$4,093
2025$7,014 per active participant
2024$6,683 per active participant
2023$6,521 per active participant
2022$5,636 per active participant

Dexter Southfield, Inc.'s 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$20,964
CLIFTONLARSONALLEN LLP · Accounting / audit$7,298
TIAA$2,590

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$30,071 · 0.05%
2024$33,431 · 0.06%
2023$25,545 · 0.05%
2022$15,762 · 0.03%
Same employer
Similar plansEducational Services · Massachusetts
The Winsor School MA$75.4M · 0.09%
Belmont Hill School MA$73.9M · 0.09%
Concord Academy MA$73.6M · 0.08%
Lasell University MA$71.8M · 0.05%
Bay Path University MA$67.3M · 0.13%
Regis College MA$67.0M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042104152 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.