Plan Ledger DOL Form 5500 · updated monthly

Idylwilde Farm Inc401(k)

IDYLWILDE FARM INC 401(K) PROFIT SHARING PLAN & TRUST · ACTON, MA · plan year 2022

Reported admin expense ratio · 2022
0.62%

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

Idylwilde Farm Inc reported $20,823 in plan administrative expenses for 2022: 0.62% of average plan assets, above the peer median. Employer contributions averaged $42 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (2,501st of 2,726), and 10,582nd of 11,654 in professional & technical services. In 2022, employees put in $27.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,885,627
Participants with balances79
Active participants117
Employer contributions$4,877
Employee contributions$133,143
Employer contribution per active participant$42
Average account balance$36,527
Benefits paid to participants$372,279
Plan auditUnmodified (clean) audit opinion
AuditorBRITT AND COMPANY CPA LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$6,520
Investment management$14,303
Total administrative$20,823
The Idylwilde Farm Inc 401(k) match · 2022
Employer contribution per active participant$42
Median for plans this size$1,114

Idylwilde Farm Inc's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$20,823 · 0.62%
Similar plansProfessional & Technical Services · Massachusetts
Emulate Inc. MA$3.0M · 0.08%
Nference, Inc. MA$3.0M · 0.02%
Vivitide, LLC MA$3.0M · 0.97%
Maidpro Franchise LLC MA$2.7M · 0.59%
Gavin Foundation Inc MA$2.6M · 0.31%
Biobot Analytics MA$2.6M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042450993 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.