Plan Ledger DOL Form 5500 · updated monthly

Elkus Manfredi Architects LTD.401(k)

ELKUS MANFREDI ARCHITECTS LTD. 401(K) PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Elkus Manfredi Architects LTD. reported $129,211 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,374 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 0.30% to 0.25%. 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 679th-largest of 2,726 plans among Massachusetts employers on file, and the 2,640th of 11,654 in professional & technical services. In 2024, employees put in $7.20 for every $1.00 the employer contributed; active participation has shrunk from 235 to 153 since 2022.

Plan summary
Net assets, end of year$52,951,236
Participants with balances263
Active participants153
Employer contributions$363,185
Employee contributions$2,615,291
Employer contribution per active participant$2,374
Average account balance$201,335
Benefits paid to participants$7,788,476
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$53.0M · 263 accts · $363K emplr
2023$49.0M · 311 accts · $413K emplr
2022$40.2M · 377 accts · $418K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,106
Investment management$75,104
Total administrative$129,211
The Elkus Manfredi Architects LTD. 401(k) match · 2024
Employer contribution per active participant$2,374
Median for plans this size$3,635
2024$2,374 per active participant
2023$1,964 per active participant
2022$1,777 per active participant

Elkus Manfredi Architects LTD.'s 2024 employer contribution ran below 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 · 20242
NEWPORT GROUP, INC. · Loan processing · Recordkeeping$54,105
UBS FINANCIAL SERVICES INC. · Investment advisory (plan)$75,104

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$129,211 · 0.25%
2023$123,545 · 0.28%
2022$131,209 · 0.30%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Stoneturn Group, LLP MA$53.8M · 0.09%
Revenue Solutions, Inc. MA$53.6M · 0.25%
Weston & Sampson, Inc. MA$52.8M · 0.02%
Bitsight Technologies, Inc. MA$52.6M · 0.01%
Radius Health, Inc. MA$52.2M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043016183 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.