Plan Ledger DOL Form 5500 · updated monthly

Eagle Hill Foundation of Massachusetts Inc.403(b)

EAGLE HILL FOUNDATION OF MASSACHUSETTS INC. DEFINED CONTRTBUTION RETIREMENT PLAN · HARDWICK, MA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Eagle Hill Foundation of Massachusetts Inc. reported $1,549 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,562 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 0.006%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,058th-largest of 2,726 plans among Massachusetts employers on file, and the 1,342nd of 3,091 in educational services. In 2024, employees put in $1.06 for every $1.00 the employer contributed; active participation has grown from 168 to 185 since 2022.

Plan summary
Net assets, end of year$27,820,662
Participants with balances168
Active participants185
Employer contributions$659,006
Employee contributions$700,708
Employer contribution per active participant$3,562
Average account balance$165,599
Benefits paid to participants$614,690
Plan auditUnmodified (clean) audit opinion
AuditorAAF CPAS INC.
Plan history3
Yearassets · accounts · employer contribution
2024$27.8M · 168 accts · $659K emplr
2023$24.3M · 158 accts · $638K emplr
2022$20.5M · 155 accts · $580K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,549
Total administrative$1,549
Employer contributions to the Eagle Hill Foundation of Massachusetts Inc. plan · 2024
Employer contribution per active participant$3,562
Median for plans this size$2,416
2024$3,562 per active participant
2023$3,708 per active participant
2022$3,454 per active participant

Eagle Hill Foundation of Massachusetts Inc.'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
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$2,801
TIAA · Recordkeeping$173

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

Recordkeeper by year2
2024OneAmerica, TIAA
2023OneAmerica

This plan has changed recordkeepers within these filings. If you left Eagle Hill Foundation of Massachusetts Inc. 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
2024$1,549 · 0.01%
2023$1,259 · 0.01%
2022$1,244 · 0.01%
Same employer
Similar plansEducational Services · Massachusetts
Clarke School for the Deaf MA$27.5M · 0.03%
Middlesex School MA$27.1M · 0.14%
Riverview School, Inc. MA$26.8M · 0.01%
Dedham Country Day School MA$26.7M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042761985 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.