Plan Ledger DOL Form 5500 · updated monthly

Dothouse Health403(b)

DOTHOUSE HEALTH 403(B) RETIREMENT PLAN · DORCHESTER, MA · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Dothouse Health reported $77,969 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,382 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 has held roughly steady near 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (1,450th of 2,726), and the 4,136th of 11,911 in health care & social assistance. In 2024, employees put in $2.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,971,448
Participants with balances316
Active participants298
Employer contributions$411,957
Employee contributions$1,179,540
Employer contribution per active participant$1,382
Average account balance$53,707
Benefits paid to participants$1,100,664
Plan auditUnmodified (clean) audit opinion
AuditorAAFCPA'S, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$17.0M · 316 accts · $412K emplr
2023$14.4M · 328 accts · $384K emplr
2022$11.9M · 349 accts · $322K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,045
Investment management$29,924
Total administrative$77,969
Employer contributions to the Dothouse Health plan · 2024
Employer contribution per active participant$1,382
Median for plans this size$2,416
2024$1,382 per active participant
2023$1,280 per active participant
2022$1,175 per active participant

Dothouse Health's 2024 employer contribution ran below 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
SENTINEL BENEFITS GROUP, INC. · Recordkeeping · Loan processing$48,045
SENTINEL PENSION ADVISORS, INC. · Investment advisory (plan)$29,924

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

Recordkeeper by year2
2024Sentinel Group
2023Sentinel Group

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$77,969 · 0.50%
2023$68,355 · 0.52%
2022$62,767 · 0.49%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Upstream USA, Inc. MA$17.5M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237125970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.