Plan Ledger DOL Form 5500 · updated monthly

Jenzabar, Inc.401(k)

JENZABAR, INC. 401(K) PLAN · BOSTON, MA · plan year 2025

Reported admin expense ratio · 2025
0.13%

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

Jenzabar, Inc. reported $147,805 in plan administrative expenses for 2025: 0.13% of average plan assets, above the peer median. Employer contributions averaged $8,223 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 3 years on file its reported administrative ratio rose from 0.02% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 383rd-largest of 2,726 plans among Massachusetts employers on file, and the 1,280th of 11,654 in professional & technical services. In 2025, employees put in $1.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$119,996,387
Participants with balances678
Active participants535
Employer contributions$4,399,308
Employee contributions$5,592,820
Employer contribution per active participant$8,223
Average account balance$176,986
Benefits paid to participants$12,077,265
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$120.0M · 678 accts · $4.4M emplr
2024$102.6M · 671 accts · $2.0M emplr
2023$86.9M · 654 accts · $1.8M emplr
2022$70.8M · 638 accts · $1.8M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$73,237
Investment management$46,568
Total administrative$147,805
The Jenzabar, Inc. 401(k) match · 2025
Employer contribution per active participant$8,223
Median for plans this size$4,093
2025$8,223 per active participant
2024$3,588 per active participant
2023$3,264 per active participant
2022$3,440 per active participant

Jenzabar, Inc.'s 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$76,237
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$46,568
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (plan)$25,000

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

Administrative cost history4
2025$147,805 · 0.13%
2024$35,788 · 0.04%
2023$40,410 · 0.05%
2022$12,926 · 0.02%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
The Swan Group, LLC MA$124.3M · 0.07%
Healthedge Software, Inc MA$121.1M · 0.55%
Klaviyo, Inc. MA$119.5M · 0.18%
Advent International L.P. MA$117.9M · 0.05%
Sullivan & Worcester LLP MA$117.9M · 0.08%
The Vertex Companies, LLC MA$117.7M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043430740 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.