Plan Ledger DOL Form 5500 · updated monthly

Mathematica Group Holding Inc.401(k)

MATHEMATICA GROUP HOLDING INC. PROFIT SHARING PLAN · PRINCETON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Mathematica Group Holding Inc. reported $161,764 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,444 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 0.036%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 124th-largest of 2,419 plans among New Jersey employers on file, and the 366th of 11,654 in professional & technical services. In 2024, employees put in $3.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$477,465,559
Participants with balances2,372
Active participants1,753
Employer contributions$6,036,818
Employee contributions$22,544,539
Employer contribution per active participant$3,444
Average account balance$201,292
Benefits paid to participants$39,172,908
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$477.5M · 2,372 accts · $6.0M emplr
2023$424.7M · 2,378 accts · $10.9M emplr
2022$348.1M · 2,225 accts · $9.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$119,851
Investment management$41,913
Total administrative$161,764
The Mathematica Group Holding Inc. 401(k) match · 2024
Employer contribution per active participant$3,444
Median for plans this size$4,294
2024$3,444 per active participant
2023$6,126 per active participant
2022$5,569 per active participant

Mathematica Group Holding Inc.'s 2024 employer contribution ran below the $4,294 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
JOHN HANCOCK RETIREMENT PLAN SVCS · Recordkeeping · Loan processing$119,851
UBS FINANCIAL SERVICES INC. · Investment management$41,917

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$161,764 · 0.04%
2023$138,465 · 0.04%
2022$135,784 · 0.04%
All plans at this employer2
MATHEMATICA GROUP HOLDING INC. PROFIT SHARING PLAN401(k)
MATHEMATICA GROUP HOLDING INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansProfessional & Technical Services · New Jersey
Cohnreznick LLP NJ$751.1M · 0.06%
Nice Systems, Inc. NJ$545.1M · 0.20%
Mott Macdonald Group, Inc. NJ$489.4M · 0.11%
McCarter & English, LLP NJ$487.8M · 0.06%
Day Pitney LLP NJ$375.6M · 0.08%
Langan LLC NJ$333.3M · 0.10%
Withumsmith+Brown PC NJ$326.1M · 0.20%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 222675420 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.