Plan Ledger DOL Form 5500 · updated monthly

Eastern Research Group, Inc.401(k)

EASTERN RESEARCH GROUP, INC. CASH OR DEFERRED PROFIT SHARING PLAN · CONCORD, MA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Eastern Research Group, Inc. reported $280,159 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $6,194 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 0.17% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 241st-largest of 2,726 plans among Massachusetts employers on file, and the 742nd of 11,654 in professional & technical services. In 2024, employees put in $1.45 for every $1.00 the employer contributed; active participation has grown from 562 to 731 since 2022.

Plan summary
Net assets, end of year$217,643,418
Participants with balances990
Active participants731
Employer contributions$4,527,998
Employee contributions$6,577,350
Employer contribution per active participant$6,194
Average account balance$219,842
Benefits paid to participants$9,521,270
Plan auditUnmodified (clean) audit opinion
AuditorRMS US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$217.6M · 990 accts · $4.5M emplr
2023$185.2M · 851 accts · $3.7M emplr
2022$155.7M · 791 accts · $3.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$124,433
Investment management$127,731
Trustee / custodial$27,995
Total administrative$280,159
The Eastern Research Group, Inc. 401(k) match · 2024
Employer contribution per active participant$6,194
Median for plans this size$3,635
2024$6,194 per active participant
2023$6,000 per active participant
2022$5,605 per active participant

Eastern Research Group, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20243
SENTINEL BENEFITS GROUP, INC. · Recordkeeping$124,433
MORGAN STANLEY · Investment advisory (plan)$127,731
NATIONAL FINANCIAL SERVICES LLC · Custodial (securities)$27,995

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$280,159 · 0.14%
2023$286,815 · 0.17%
2022$282,731 · 0.17%
Same employer
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Eclinicalworks, LLC MA$240.9M · 0.07%
Beigene USA, Inc. MA$228.5M · 0.03%
Monster Worldwide Inc. MA$223.3M · 0.11%
Enel North America, Inc. MA$214.6M · 0.14%
Abiomed, Inc. MA$210.6M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042807100 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.