Plan Ledger DOL Form 5500 · updated monthly

Fineos Corporation401(k)

FINEOS CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST · BOSTON, MA · plan year 2025

Reported admin expense ratio · 2025
0.33%

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

Fineos Corporation reported $114,939 in plan administrative expenses for 2025: 0.33% of average plan assets, above the peer median. Employer contributions averaged $7,048 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 3 years on file its reported administrative ratio fell from 0.41% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 847th-largest of 2,726 plans among Massachusetts employers on file, and the 3,426th of 11,654 in professional & technical services. In 2025, employees put in $1.95 for every $1.00 the employer contributed; active participation has shrunk from 243 to 175 since 2022.

Plan summary
Net assets, end of year$38,262,250
Participants with balances227
Active participants175
Employer contributions$1,233,436
Employee contributions$2,400,797
Employer contribution per active participant$7,048
Average account balance$168,556
Benefits paid to participants$1,635,975
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$38.3M · 227 accts · $1.2M emplr
2024$31.3M · 237 accts · $1.4M emplr
2023$25.3M · 251 accts · $1.4M emplr
2022$18.1M · 266 accts · $1.6M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$114,939
Total administrative$114,939
The Fineos Corporation 401(k) match · 2025
Employer contribution per active participant$7,048
Median for plans this size$2,666
2025$7,048 per active participant
2024$7,092 per active participant
2023$6,168 per active participant
2022$6,422 per active participant

Fineos Corporation's 2025 employer contribution ran above the $2,666 median for plans its size, placing it in the top 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$12,879
MARINER WEALTH ADVISORSindirect comp
ASCENSUS · Other servicesindirect comp

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

Administrative cost history4
2025$114,939 · 0.33%
2024$124,898 · 0.44%
2023$97,892 · 0.45%
2022$72,173 · 0.41%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Quanterix Corporation MA$39.7M · 0.31%
Smartbear Software, Inc. MA$39.0M · 0.55%
Public Partnerships LLC MA$38.7M · 0.09%
Dps Group Inc. MA$38.6M · 0.39%
Peloton Group, LLC MA$38.1M · 0.26%
Healthdrive Corporation MA$37.6M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043512701 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.