Plan Ledger DOL Form 5500 · updated monthly

Gatehouse Management, Inc.401(k)

GATEHOUSE MANAGEMENT, INC. 401(K) PLAN · MANSFIELD, MA · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Gatehouse Management, Inc. reported $52,233 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $2,426 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 has held roughly steady near 0.423%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Massachusetts (1,625th of 2,726), and the 917th of 2,096 in real estate & leasing. In 2024, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,440,043
Participants with balances108
Active participants96
Employer contributions$232,916
Employee contributions$512,909
Employer contribution per active participant$2,426
Average account balance$124,445
Benefits paid to participants$437,057
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.4M · 108 accts · $233K emplr
2023$11.3M · 112 accts · $225K emplr
2022$9.2M · 111 accts · $209K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,926
Investment management$35,307
Total administrative$52,233
The Gatehouse Management, Inc. 401(k) match · 2024
Employer contribution per active participant$2,426
Median for plans this size$2,416
2024$2,426 per active participant
2023$2,372 per active participant
2022$2,275 per active participant

Gatehouse Management, 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
MORGAN STANLEY · Investment advisory (plan)$35,307
FIDELITY WORKPLACE SERVICES LLC · Plan administrator · Trustee (discretionary)$16,926

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$52,233 · 0.42%
2023$41,452 · 0.40%
2022$43,770 · 0.42%
Same employer
Similar plansReal Estate & Leasing · Massachusetts
Ppc Event Services, Inc. MA$14.7M · 0.53%
A.D. Makepeace Company MA$13.6M · 0.27%
The Hamilton Company, Inc. MA$13.3M · 0.14%
Nantucket Island Management MA$12.6M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043247041 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.