Plan Ledger DOL Form 5500 · updated monthly

Fund for the Public Interest, Inc.401(k)

PUBLIC INTEREST RESEARCH GROUP 401(K) PLAN · BOSTON, 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

Fund for the Public Interest, Inc. reported $45,094 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $2,612 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 0.16% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 857th-largest of 2,726 plans among Massachusetts employers on file, and the 3,456th of 11,654 in professional & technical services. In 2024, employees put in $2.87 for every $1.00 the employer contributed; active participation has shrunk from 231 to 179 since 2022.

Plan summary
Net assets, end of year$37,847,780
Participants with balances454
Active participants179
Employer contributions$467,609
Employee contributions$1,343,212
Employer contribution per active participant$2,612
Average account balance$83,365
Benefits paid to participants$1,959,868
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$37.8M · 454 accts · $468K emplr
2023$33.3M · 630 accts · $503K emplr
2022$27.8M · 657 accts · $471K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,339
Investment management$7,755
Total administrative$45,094
The Fund for the Public Interest, Inc. 401(k) match · 2024
Employer contribution per active participant$2,612
Median for plans this size$2,416
2024$2,612 per active participant
2023$2,046 per active participant
2022$2,039 per active participant

Fund for the Public Interest, Inc.'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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,755

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$45,094 · 0.13%
2023$44,180 · 0.14%
2022$49,702 · 0.16%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Dps Group Inc. MA$38.6M · 0.39%
Fineos Corporation MA$38.3M · 0.33%
Peloton Group, LLC MA$38.1M · 0.26%
Healthdrive Corporation MA$37.6M · 0.22%
Ardelyx, Inc. MA$37.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042762647 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.