Plan Ledger DOL Form 5500 · updated monthly

Extreme Reach Inc.401(k)

EXTREME REACH INC. 401(K) PROFIT SHARING PLAN TRUST · DEDHAM, MA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Extreme Reach Inc. reported $109,228 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $2,068 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 0.13%. 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 477th-largest of 2,726 plans among Massachusetts employers on file, and the 1,753rd of 11,654 in professional & technical services. In 2024, employees put in $4.59 for every $1.00 the employer contributed; active participation has shrunk from 739 to 628 since 2022.

Plan summary
Net assets, end of year$85,037,134
Participants with balances773
Active participants628
Employer contributions$1,298,986
Employee contributions$5,961,807
Employer contribution per active participant$2,068
Average account balance$110,009
Benefits paid to participants$13,130,668
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$85.0M · 773 accts · $1.3M emplr
2023$79.4M · 792 accts · $1.3M emplr
2022$64.6M · 807 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,228
Total administrative$109,228
The Extreme Reach Inc. 401(k) match · 2024
Employer contribution per active participant$2,068
Median for plans this size$3,635
2024$2,068 per active participant
2023$1,794 per active participant
2022$1,719 per active participant

Extreme Reach Inc.'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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$79,228
CAPFINANCIAL PARTNERS 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 history3
2024$109,228 · 0.13%
2023$103,982 · 0.14%
2022$112,143 · 0.17%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
The Bridgespan Group MA$88.8M · 0.19%
Riemer & Braunstein LLP MA$87.6M · 0.17%
Bluebird Bio, Inc. MA$82.6M · 0.16%
Immunogen, Inc. MA$81.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260295932 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.