Plan Ledger DOL Form 5500 · updated monthly

Goulston & Storrs PC401(k)

GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Goulston & Storrs PC reported $334,521 in plan administrative expenses for 2024: 0.09% of average plan assets, above the peer median. Employer contributions averaged $21,695 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 0.05% to 0.09%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 142nd-largest of 2,726 plans among Massachusetts employers on file, and the 443rd of 11,654 in professional & technical services. In 2024, the employer put in $1.28 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$397,624,000
Participants with balances446
Active participants324
Employer contributions$7,029,277
Employee contributions$5,480,395
Employer contribution per active participant$21,695
Average account balance$891,534
Benefits paid to participants$24,830,062
Plan auditUnmodified (clean) audit opinion
AuditorPRICEWATERHOUSE COOPERS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$397.6M · 446 accts · $7.0M emplr
2023$371.1M · 456 accts · $7.8M emplr
2022$305.9M · 460 accts · $7.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$175,633
Investment management$126,888
Audit (IQPA)$32,000
Total administrative$334,521
The Goulston & Storrs PC 401(k) match · 2024
Employer contribution per active participant$21,695
Median for plans this size$4,294
2024$21,695 per active participant
2023$23,514 per active participant
2022$20,881 per active participant

Goulston & Storrs PC's 2024 employer contribution ran above the $4,294 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 · 20243
MORGAN STANLEY · Investment advisory (plan)$126,888
PRICEWATERHOUSECOOPERS LLP · Accounting / audit$32,000

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$334,521 · 0.09%
2023$297,664 · 0.09%
2022$148,516 · 0.05%
All plans at this employer2
GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST401(k)
GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST401(k)
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Aspentech Corporation MA$432.5M · 0.03%
Abt Global Inc MA$427.9M · 0.06%
Foley Hoag LLP MA$381.7M · 0.06%
Forrester Research Inc MA$357.5M · 0.01%
Cornerstone Research, Inc. MA$346.4M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042738098 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.