Plan Ledger DOL Form 5500 · updated monthly

Forrester Research Inc401(k)

FORRESTER RESEARCH, INC. 401(K) PLAN & TRUST · CAMBRIDGE, MA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Forrester Research Inc reported $50,484 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,442 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 0.12% to 0.01%. 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 153rd-largest of 2,726 plans among Massachusetts employers on file, and the 483rd of 11,654 in professional & technical services. In 2024, employees put in $3.44 for every $1.00 the employer contributed; active participation has shrunk from 1,484 to 1,114 since 2022.

Plan summary
Net assets, end of year$357,547,204
Participants with balances2,047
Active participants1,114
Employer contributions$4,948,694
Employee contributions$17,008,813
Employer contribution per active participant$4,442
Average account balance$174,669
Benefits paid to participants$37,618,914
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$357.5M · 2,047 accts · $4.9M emplr
2023$320.7M · 2,231 accts · $5.5M emplr
2022$269.4M · 2,366 accts · $5.9M emplr
Administrative expenses, itemized · 2024
Investment management$33,708
Audit (IQPA)$18,500
Total administrative$50,484
The Forrester Research Inc 401(k) match · 2024
Employer contribution per active participant$4,442
Median for plans this size$4,294
2024$4,442 per active participant
2023$4,457 per active participant
2022$3,986 per active participant

Forrester Research Inc's 2024 employer contribution ran above the $4,294 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 · 20244
ROCATON INVESTMENT ADVISORS, LLC · Investment advisory (plan)$25,841
WOLF & COMPANY, P.C. · Accounting / audit$18,500
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,867
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$50,484 · 0.01%
2023$119,328 · 0.04%
2022$341,255 · 0.12%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Aspentech Corporation MA$432.5M · 0.03%
Abt Global Inc MA$427.9M · 0.06%
Goulston & Storrs PC MA$397.6M · 0.09%
Foley Hoag LLP MA$381.7M · 0.06%
Cornerstone Research, Inc. MA$346.4M · 0.00%
Intersystems Corporation MA$341.1M · 0.00%
Cra International, Inc. MA$334.4M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042797789 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.