Plan Ledger DOL Form 5500 · updated monthly

Linedata Services, Inc.401(k)

LINEDATA SERVICES 401(K) PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Linedata Services, Inc. reported $10,478 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,876 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 rose from 0.00% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 592nd-largest of 2,726 plans among Massachusetts employers on file, and the 2,266th of 11,654 in professional & technical services. In 2024, employees put in $3.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$62,731,570
Participants with balances276
Active participants153
Employer contributions$592,964
Employee contributions$2,345,161
Employer contribution per active participant$3,876
Average account balance$227,288
Benefits paid to participants$3,882,476
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$62.7M · 276 accts · $593K emplr
2023$54.8M · 292 accts · $640K emplr
2022$45.6M · 307 accts · $609K emplr
Administrative expenses, itemized · 2024
Investment management$59,576
Total administrative$10,478
The Linedata Services, Inc. 401(k) match · 2024
Employer contribution per active participant$3,876
Median for plans this size$3,635
2024$3,876 per active participant
2023$4,381 per active participant
2022$3,881 per active participant

Linedata Services, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20242
GALLAGHER BENEFIT SERVICES, INC. · Investment advisory (plan)$59,576
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$10,478 · 0.02%
2023Not separately reported
2022$1,275 · 0.00%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Flagship Pioneering, Inc. MA$65.0M · 0.01%
Axis Communications, Inc. MA$63.6M · 0.21%
Altman Solon US, LP MA$62.2M · 0.15%
Vestmark, Inc MA$60.3M · 0.07%
Tracelink, Inc. MA$59.6M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042905489 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.