Plan Ledger DOL Form 5500 · updated monthly

Hyannis Harbor Tours, Inc.401(k)

SCUDDER COMPANIES EMPLOYEE 401(K) PROFIT SHARING PLAN · HYANNIS, MA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Hyannis Harbor Tours, Inc. reported $4,676 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,072 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 fell from 0.04% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Massachusetts (1,602nd of 2,726), and the 552nd of 1,311 in arts, entertainment & recreation. In 2024, the employer put in $1.64 for every $1.00 employees contributed themselves; active participation has shrunk from 196 to 138 since 2022.

Plan summary
Net assets, end of year$13,808,063
Participants with balances154
Active participants138
Employer contributions$700,000
Employee contributions$425,966
Employer contribution per active participant$5,072
Average account balance$89,663
Benefits paid to participants$2,075,716
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.8M · 154 accts · $700K emplr
2023$13.4M · 154 accts · $650K emplr
2022$11.7M · 130 accts · $500K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,676
Total administrative$4,676
The Hyannis Harbor Tours, Inc. 401(k) match · 2024
Employer contribution per active participant$5,072
Median for plans this size$2,416
2024$5,072 per active participant
2023$4,140 per active participant
2022$2,551 per active participant

Hyannis Harbor Tours, 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$4,676
MERRILL LYNCH · Investment advisory (plan)indirect comp

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$4,676 · 0.03%
2023$3,807 · 0.03%
2022$5,068 · 0.04%
Same employer
Similar plansArts, Entertainment & Recreation · Massachusetts
The Country Club MA$18.1M · 0.31%
Old Sturbridge Inc. MA$15.3M · 0.00%
Worcester Art Museum MA$13.2M · 0.19%
Southworth Development LLC MA$12.3M · 0.30%
Peabody Essex Museum MA$12.0M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042305400 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.