Plan Ledger DOL Form 5500 · updated monthly

Distributor Corp. of New England401(k)

DISTRIBUTOR CORP. OF NEW ENGLAND SUPPLEMENTAL RETIREMENT PLAN · MALDEN, MA · plan year 2025

Reported admin expense ratio · 2025
0.20%

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

Distributor Corp. of New England reported $52,984 in plan administrative expenses for 2025: 0.20% of average plan assets, below the peer median. Employer contributions averaged $3,351 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 0.18% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,037th-largest of 2,726 plans among Massachusetts employers on file, and the 1,393rd of 4,246 in wholesale trade. In 2025, employees put in $2.33 for every $1.00 the employer contributed; active participation has grown from 111 to 126 since 2022.

Plan summary
Net assets, end of year$29,080,173
Participants with balances102
Active participants126
Employer contributions$422,224
Employee contributions$983,321
Employer contribution per active participant$3,351
Average account balance$285,100
Benefits paid to participants$905,715
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2025$29.1M · 102 accts · $422K emplr
2024$25.1M · 104 accts · $302K emplr
2022$19.0M · 95 accts · $362K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$960
Investment management$38,524
Audit (IQPA)$13,500
Total administrative$52,984
The Distributor Corp. of New England 401(k) match · 2025
Employer contribution per active participant$3,351
Median for plans this size$2,666
2025$3,351 per active participant
2024$2,496 per active participant
2022$3,265 per active participant

Distributor Corp. of New England's 2025 employer contribution ran above the $2,666 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 · 20254
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Trustee$38,524
CARON & BLETZER, PLLC · Recordkeeping$13,500
ADP, INC. · Recordkeeping · Loan processing$960
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2025ADP, CARON & BLETZER, PLLC, GLOBAL RETIREMENT PARTNERS
2024ADP, GLOBAL RETIREMENT PARTNERS

This plan has changed recordkeepers within these filings. If you left Distributor Corp. of New England before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2025$52,984 · 0.20%
2024$36,822 · 0.15%
2022$36,338 · 0.18%
Similar plansWholesale Trade · Massachusetts
Source Code Holdings LLC MA$34.7M · 0.06%
Cape Cod Lumber Co., Inc. MA$32.3M · 0.32%
The Portland Group MA$29.4M · 0.09%
The Dodge Company, Inc. MA$27.7M · 0.22%
Kraft Power Corporation MA$26.9M · 0.20%
Twins Enterprise, Inc. MA$26.8M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043536549 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.