Plan Ledger DOL Form 5500 · updated monthly

Gw&K Investment Management, LLC401(k)

GW&K 401(K) SAVINGS PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Gw&K Investment Management, LLC reported $32,058 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,271 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.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 580th-largest of 2,726 plans among Massachusetts employers on file, and the 1,373rd of 4,798 in finance & insurance. In 2024, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$64,756,003
Participants with balances215
Active participants181
Employer contributions$1,316,038
Employee contributions$2,893,596
Employer contribution per active participant$7,271
Average account balance$301,191
Benefits paid to participants$3,345,608
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,014
Investment management$1,044
Total administrative$32,058
The Gw&K Investment Management, LLC 401(k) match · 2024
Employer contribution per active participant$7,271
Median for plans this size$3,635

Gw&K Investment Management, LLC's 2024 employer contribution ran above the $3,635 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 · 20242
EMPOWER ADVISORY GROUP, LLC · Investment management$1,044

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$32,058 · 0.05%
All plans at this employer2
GW&K 401(K) SAVINGS PLAN401(k)
GW&K 401(K) SAVINGS PLAN401(k)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 800250512 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.