Plan Ledger DOL Form 5500 · updated monthly

Etq, LLC.401(k)

ETQ, LLC. 401(K) PLAN · BURLINGTON, MA · plan year 2022

Reported admin expense ratio · 2022
0.58%

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

Etq, LLC. reported $65,834 in plan administrative expenses for 2022: 0.58% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,705 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (1,825th of 2,726), and 7,713th of 11,654 in professional & technical services. In 2022, employees put in $5.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,937,199
Participants with balances248
Active participants196
Employer contributions$334,132
Employee contributions$1,910,749
Employer contribution per active participant$1,705
Average account balance$44,102
Benefits paid to participants$1,011,305
Plan auditUnmodified (clean) audit opinion
AuditorMILLER & COMPANY, LLP
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$10.9M · 248 accts · $334K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$30,552
Investment management$35,282
Total administrative$65,834
The Etq, LLC. 401(k) match · 2022
Employer contribution per active participant$1,705
Median for plans this size$2,266

Etq, LLC.'s 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$65,834 · 0.58%
Similar plansProfessional & Technical Services · Massachusetts
Clearmotion, Inc. MA$11.0M · 0.25%
Spencer Technologies, Inc. MA$11.0M · 0.65%
Azara Healthcare, LLC. MA$10.9M · 0.36%
Dgi Communications, LLC MA$10.6M · 0.44%
Fsg, Inc. MA$10.5M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113099830 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.