Plan Ledger DOL Form 5500 · updated monthly

Howard/Stein-Hudson Associates, Inc401(k)

HOWARD STEIN HUDSON 401(K) PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Howard/Stein-Hudson Associates, Inc reported $27,397 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $5,019 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (1,479th of 2,726), and 6,249th of 11,654 in professional & technical services. In 2024, employees put in $2.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,446,223
Participants with balances125
Active participants96
Employer contributions$481,824
Employee contributions$1,076,801
Employer contribution per active participant$5,019
Average account balance$131,570
Benefits paid to participants$1,701,849
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,397
Total administrative$27,397
The Howard/Stein-Hudson Associates, Inc 401(k) match · 2024
Employer contribution per active participant$5,019
Median for plans this size$2,416

Howard/Stein-Hudson Associates, Inc's 2024 employer contribution ran above the $2,416 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 · 20244
LPL FINANCIAL · Investment advisory (plan)$21,822
EMPOWER ADVISORY GROUP, LLC · Investment management$3,405
ASCENSUS HOLDINGS INC DBA FUTUREPLA · Contract administrator$875

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$27,397 · 0.18%
Similar plansProfessional & Technical Services · Massachusetts
Prime Medicine, Inc. MA$16.6M · 0.27%
Cambridge Consultants, Inc. MA$16.5M · 0.60%
Generate Biomedicines, Inc MA$16.5M · 0.73%
4G Clinical, LLC MA$16.5M · 0.40%
Tango Therapeutics, Inc MA$16.4M · 0.25%
Asics Digital, Inc. MA$16.3M · 0.30%
Semrush, Inc. MA$16.2M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042975120 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.