Plan Ledger DOL Form 5500 · updated monthly

Meketa Investment Group, Inc.401(k)

MEKETA INVESTMENT GROUP, INC. PROFIT SHARING PLAN · WESTWOOD, MA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Meketa Investment Group, Inc. reported $18,790 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,115 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 0.041% to 0.036%. 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 649th-largest of 2,726 plans among Massachusetts employers on file, and the 2,530th of 11,654 in professional & technical services. In 2024, employees put in $1.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$55,836,648
Participants with balances333
Active participants248
Employer contributions$2,012,439
Employee contributions$3,303,381
Employer contribution per active participant$8,115
Average account balance$167,678
Benefits paid to participants$3,196,062
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$55.8M · 333 accts · $2.0M emplr
2023$47.7M · 335 accts · $1.8M emplr
2022$39.1M · 333 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,790
Total administrative$18,790
The Meketa Investment Group, Inc. 401(k) match · 2024
Employer contribution per active participant$8,115
Median for plans this size$3,635
2024$8,115 per active participant
2023$7,560 per active participant
2022$7,207 per active participant

Meketa Investment Group, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$18,715
RELIANCE · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$18,790 · 0.04%
2023$17,952 · 0.04%
2022$16,604 · 0.04%
Same employer
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Dept US Holdings LLC MA$55.9M · 0.20%
Globoforce, Inc. MA$55.8M · 0.06%
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Stoneturn Group, LLP MA$53.8M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042659023 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.