Plan Ledger DOL Form 5500 · updated monthly

Fox Hill Village Homeowners Corporation401(k)

FOX HILL VILLAGE 401(K) PLAN · WESTWOOD, MA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Fox Hill Village Homeowners Corporation reported $32,465 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $2,620 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 0.01% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Massachusetts (1,669th of 2,726), and the 1,420th of 3,341 in other services. In 2024, employees put in $1.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,805,881
Participants with balances316
Active participants262
Employer contributions$686,336
Employee contributions$1,054,664
Employer contribution per active participant$2,620
Average account balance$40,525
Benefits paid to participants$1,029,104
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.8M · 316 accts · $686K emplr
2023$10.7M · 300 accts · $607K emplr
2022$9.9M · 277 accts · $511K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,465
Total administrative$32,465
The Fox Hill Village Homeowners Corporation 401(k) match · 2024
Employer contribution per active participant$2,620
Median for plans this size$2,416
2024$2,620 per active participant
2023$2,437 per active participant
2022$2,087 per active participant

Fox Hill Village Homeowners Corporation's 2024 employer contribution ran above the $2,416 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$32,467

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$32,465 · 0.28%
2023$26,681 · 0.26%
2022$1,350 · 0.01%
Same employer
Similar plansOther Services · Massachusetts
Way Finders, Inc. MA$14.2M · 0.04%
Harold Grinspoon Foundation MA$13.4M · 0.44%
Proteus Fund Inc. MA$13.0M · 0.26%
Citizens for Citizens, Inc. MA$11.5M · 0.43%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 043029752 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.