Plan Ledger DOL Form 5500 · updated monthly

Hopperusa, Inc.401(k)

HOPPER 401K PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.39%

Hopperusa, Inc. reported $63,077 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. 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 0.08% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Massachusetts (1,427th of 2,726), and the 679th of 2,534 in administrative & support services. active participation has shrunk from 404 to 242 since 2022.

Plan summary
Net assets, end of year$17,552,128
Participants with balances406
Active participants242
Employer contributions—
Employee contributions$3,755,208
Employer contribution per active participant—
Average account balance$43,232
Benefits paid to participants$3,112,252
Plan auditUnmodified (clean) audit opinion
AuditorALEXANDER & WILLIAMS
Plan history3
Yearassets · accounts · employer contribution
2024$17.6M · 406 accts
2023$14.4M · 459 accts
2022$8.2M · 445 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,077
Total administrative$63,077
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 · 20245
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$53,165
COMPASS 360, LLC · Recordkeeping · Loan processing$4,575
MESIROW FINANCIAL, INC. · Investment advisory (plan)$2,767
USI SECURITIES, INC. · Insurance broker · Insurance servicesindirect comp

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

Recordkeeper by year2
2024COMPASS 360, LLC, Transamerica
2023ADP

This plan has changed recordkeepers within these filings. If you left Hopperusa, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$63,077 · 0.39%
2023$7,807 · 0.07%
2022$5,311 · 0.08%
Same employer
Similar plansAdministrative & Support Services · Massachusetts
C-4 Analytics, LLC MA$18.3M · 0.42%
Vpne Parking Solutions, LLC MA$17.7M · 0.57%
John Galt Staffing, Inc. MA$17.2M · 0.21%
C&W Facility Services, Inc. MA$15.0M · 0.27%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 990368301 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.