Plan Ledger DOL Form 5500 · updated monthly

Holistic Industries Inc.401(k)

HOLISTIC INDUSTRIES 401(K) PLAN · WESTBOROUGH, MA · plan year 2024

Reported admin expense ratio · 2024
1.66%

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

Holistic Industries Inc. reported $35,910 in plan administrative expenses for 2024: 1.66% of average plan assets, higher than ~90% of peers. Employer contributions averaged $591 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 1 year on file its reported administrative ratio rose from 1.06% to 1.66%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (2,511th of 2,726), and 9,443rd of 11,911 in health care & social assistance. In 2024, employees put in $2.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,756,726
Participants with balances835
Active participants695
Employer contributions$410,525
Employee contributions$930,453
Employer contribution per active participant$591
Average account balance$3,301
Benefits paid to participants$464,226
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$2.8M · 835 accts · $411K emplr
2023$1.6M · 667 accts · $28K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,645
Investment management$17,265
Total administrative$35,910
The Holistic Industries Inc. 401(k) match · 2024
Employer contribution per active participant$591
Median for plans this size$1,313
2024$591 per active participant
2023$44 per active participant

Holistic Industries Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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
PCS RETIREMENT LLC · Contract administrator$18,645
PCS RETIREMENT LLC$17,265

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

Administrative cost history2
2024$35,910 · 1.66%
2023$15,626 · 1.06%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Henry C. Nevins Home Inc. MA$2.9M · 1.18%
Copley at Stoughton MA$2.7M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833070502 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.