Plan Ledger DOL Form 5500 · updated monthly

Erin Rojas401(k)

VETCOR 401(K) PLAN · NORWELL, MA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Erin Rojas reported $412,642 in plan administrative expenses for 2024: 0.16% of average plan assets, higher than ~75% of peers. Employer contributions averaged $611 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 has held roughly steady near 0.163%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 185th-largest of 2,726 plans among Massachusetts employers on file, and the 587th of 11,654 in professional & technical services. In 2024, employees put in $3.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$286,137,148
Participants with balances6,172
Active participants15,659
Employer contributions$9,572,026
Employee contributions$37,264,901
Employer contribution per active participant$611
Average account balance$46,361
Benefits paid to participants$19,551,006
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$286.1M · 6,172 accts · $9.6M emplr
2023$221.5M · 5,547 accts · $7.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$372,642
Investment management$40,000
Total administrative$412,642
The Erin Rojas 401(k) match · 2024
Employer contribution per active participant$611
Median for plans this size$4,294
2024$611 per active participant
2023$614 per active participant

Erin Rojas's 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom quarter of its peers. 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$372,642
WELLS FARGO CLEARING SERVICES LLC · Investment advisory (plan)$40,000

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

Administrative cost history2
2024$412,642 · 0.16%
2023$301,319 · 0.16%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Oasis Systems, LLC MA$334.0M · 0.15%
Toast, Inc. MA$323.2M · 0.14%
Public Consulting Group LLC MA$311.0M · 0.11%
Abt Associates Inc MA$297.9M · 0.07%
Haley & Aldrich, Inc. MA$283.2M · 0.04%
Rocket Software, Inc. MA$275.6M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043548552 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.