Plan Ledger DOL Form 5500 · updated monthly

Johnson Real Estate Investors, LLC.401(k)

JOHNSON REAL ESTATE INVESTORS, LLC. 401(K) PLAN · AGAWAM, MA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Johnson Real Estate Investors, LLC. reported $104,852 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $1,000 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 has held roughly steady near 0.36%. 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 the 1,008th-largest of 2,726 plans among Massachusetts employers on file, and the 4,163rd of 11,654 in professional & technical services. In 2024, employees put in $3.67 for every $1.00 the employer contributed; active participation has shrunk from 600 to 540 since 2022.

Plan summary
Net assets, end of year$30,159,250
Participants with balances712
Active participants540
Employer contributions$540,245
Employee contributions$1,982,482
Employer contribution per active participant$1,000
Average account balance$42,358
Benefits paid to participants$3,723,315
Plan auditUnmodified (clean) audit opinion
AuditorMEYERS BROTHERS KALICKA PC
Plan history3
Yearassets · accounts · employer contribution
2024$30.2M · 712 accts · $540K emplr
2023$27.6M · 769 accts · $565K emplr
2022$23.3M · 755 accts · $483K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,907
Investment management$33,945
Total administrative$104,852
The Johnson Real Estate Investors, LLC. 401(k) match · 2024
Employer contribution per active participant$1,000
Median for plans this size$2,416
2024$1,000 per active participant
2023$946 per active participant
2022$805 per active participant

Johnson Real Estate Investors, LLC.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$33,945

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$104,852 · 0.36%
2023$96,147 · 0.38%
2022$96,203 · 0.37%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Applause App Quality, Inc. MA$30.7M · 0.01%
Tonneson & Company, PC MA$30.0M · 0.11%
Wasabi Technologies LLC MA$29.8M · 0.05%
Keches Law Group, P. C. MA$29.6M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042540540 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.