Plan Ledger DOL Form 5500 · updated monthly

Mamary, Inc.401(k)

ROYAL HEALTH GROUP 401(K) PLAN · PEMBROKE, MA · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Mamary, Inc. reported $25,320 in plan administrative expenses for 2024: 0.38% of average plan assets, below the peer median. Employer contributions averaged $0 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 0.36% to 0.38%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (2,134th of 2,726), and 6,796th of 11,911 in health care & social assistance. active participation has grown from 994 to 1,204 since 2022.

Plan summary
Net assets, end of year$7,144,384
Participants with balances220
Active participants1,204
Employer contributions$0
Employee contributions$783,986
Employer contribution per active participant$0
Average account balance$32,474
Benefits paid to participants$639,033
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 220 accts
2023$6.3M · 223 accts
2022$5.6M · 178 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,320
Investment management$20,000
Total administrative$25,320
The Mamary, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Mamary, Inc.'s 2024 employer contribution ran below the $1,313 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
MML INVESTOR SERVICES LLC · Investment advisory (plan)$20,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$5,320

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$25,320 · 0.38%
2023$22,550 · 0.38%
2022$21,787 · 0.36%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
House Works LLC MA$7.2M · 0.63%
Tri-Valley, Inc. MA$7.2M · 0.37%
Glenmeadow, Inc. MA$7.2M · 0.78%
Loomis House, Inc. MA$7.1M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043348445 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.