Plan Ledger DOL Form 5500 · updated monthly

Ada Forsyth Institute, Inc.403(b)

THE FORSYTH INSTITUTE DEFINED CONTRIBUTION PLAN · CAMBRIDGE, MA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Ada Forsyth Institute, Inc. reported $65,596 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $7,062 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 rose from 0.08% to 0.09%. 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 499th-largest of 2,726 plans among Massachusetts employers on file, and the 1,848th of 11,654 in professional & technical services. In 2024, employees put in $1.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$78,857,544
Participants with balances562
Active participants141
Employer contributions$995,716
Employee contributions$1,030,637
Employer contribution per active participant$7,062
Average account balance$140,316
Benefits paid to participants$5,896,075
Plan auditDisclaimer of opinion
AuditorAAFCPAS
Plan history3
Yearassets · accounts · employer contribution
2024$78.9M · 562 accts · $996K emplr
2023$74.8M · 562 accts · $967K emplr
2022$75.6M · 567 accts · $906K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,469
Investment management$27,127
Total administrative$65,596
Employer contributions to the Ada Forsyth Institute, Inc. plan · 2024
Employer contribution per active participant$7,062
Median for plans this size$3,635
2024$7,062 per active participant
2023$7,268 per active participant
2022$6,424 per active participant

Ada Forsyth Institute, Inc.'s 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
TIAA · Recordkeeping · Pension consulting$38,469
ROCATON INVESTMENT ADVISORS, LLC · Investment management$27,127

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

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$65,596 · 0.09%
2023$80,050 · 0.11%
2022$64,909 · 0.08%
Similar plansProfessional & Technical Services · Massachusetts
Cambridge Systematics, Inc MA$81.7M · 0.04%
Sage Therapeutics, Inc. MA$79.9M · 0.12%
Trinity Partners, LLC MA$79.7M · 0.15%
Acquia, Inc. MA$79.5M · 0.23%
Intellia Therapeutics, Inc. MA$77.2M · 0.12%
Cytel Inc. MA$75.0M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042104230 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.