Plan Ledger DOL Form 5500 · updated monthly

Gentle Giant Employment Company, LLC401(k)

GENTLE GIANT EMPLOYMENT COMPANY, LLC 401(K) PROFIT SHARING PLAN · WINCHESTER, 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

Gentle Giant Employment Company, LLC reported $43,417 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $2,843 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 transportation & warehousing employers. By assets it is the 910th-largest of 2,726 plans among Massachusetts employers on file, and the 504th of 2,677 in transportation & warehousing. In 2024, employees put in $2.39 for every $1.00 the employer contributed; active participation has shrunk from 299 to 180 since 2022.

Plan summary
Net assets, end of year$34,615,546
Participants with balances199
Active participants180
Employer contributions$511,777
Employee contributions$1,221,426
Employer contribution per active participant$2,843
Average account balance$173,947
Benefits paid to participants$4,476,274
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.6M · 199 accts · $512K emplr
2023$32.6M · 176 accts · $558K emplr
2022$26.8M · 182 accts · $392K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,917
Investment management$7,500
Total administrative$43,417
The Gentle Giant Employment Company, LLC 401(k) match · 2024
Employer contribution per active participant$2,843
Median for plans this size$2,416
2024$2,843 per active participant
2023$1,799 per active participant
2022$1,309 per active participant

Gentle Giant Employment Company, LLC'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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$35,917
MFA ASST MANAGEMENT LLC · Investment advisory (plan)$7,500

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$43,417 · 0.13%
2023$63,621 · 0.21%
2022$46,237 · 0.16%
Similar plansTransportation & Warehousing · Massachusetts
Cape Air/Nantucket Airlines MA$34.9M · 0.24%
Tri State Truck Center, LLC MA$32.7M · 0.29%
Lily Transportation Corp. MA$31.1M · 0.24%
Enstructure LLC MA$30.6M · 0.06%
N.R.F. Distributors, Inc. MA$22.3M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261450182 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.