Plan Ledger DOL Form 5500 · updated monthly

John Nagle Co.401(k)

JOHN NAGLE CO. RETIREMENT PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

John Nagle Co. reported $4,616 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,518 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 0.052% to 0.049%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Massachusetts (1,893rd of 2,726), and 2,911th of 4,246 in wholesale trade. In 2024, employees put in $3.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,064,317
Participants with balances138
Active participants114
Employer contributions$173,082
Employee contributions$609,826
Employer contribution per active participant$1,518
Average account balance$72,930
Benefits paid to participants$456,629
Plan auditUnmodified (clean) audit opinion
AuditorTONNESON & COMPANY Y PC
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 138 accts · $173K emplr
2023$8.8M · 125 accts · $239K emplr
2022$7.3M · 129 accts · $500K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,616
Total administrative$4,616
The John Nagle Co. 401(k) match · 2024
Employer contribution per active participant$1,518
Median for plans this size$1,313
2024$1,518 per active participant
2023$2,193 per active participant
2022$4,351 per active participant

John Nagle Co.'s 2024 employer contribution ran above the $1,313 median for plans its size. 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$4,616

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$4,616 · 0.05%
2023$21,757 · 0.27%
2022$3,916 · 0.05%
Same employer
Similar plansWholesale Trade · Massachusetts
Hartley & Parker LTD, Inc. MA$11.4M · 0.07%
Power Products Systems, LLC MA$11.0M · 0.30%
American Food Systems Inc. MA$10.0M · 0.31%
Comalli Group, Inc. MA$9.3M · 0.15%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 041649260 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.