Plan Ledger DOL Form 5500 · updated monthly

Middlesex School403(b)

MIDDLESEX SCHOOL SAVINGS PLAN · CONCORD, MA · plan year 2024

Reported admin expense ratio · 2024
0.14%

Middlesex School reported $35,573 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. 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 0.140%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,073rd-largest of 2,726 plans among Massachusetts employers on file, and the 1,366th of 3,091 in educational services. active participation has grown from 178 to 227 since 2022.

Plan summary
Net assets, end of year$27,062,900
Participants with balances322
Active participants227
Employer contributions—
Employee contributions$1,452,711
Employer contribution per active participant—
Average account balance$84,046
Benefits paid to participants$1,169,211
Plan auditDisclaimer of opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$27.1M · 322 accts
2023$23.8M · 277 accts
2022$19.3M · 256 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,573
Total administrative$35,573
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 · 20241
FIDELITY INVESTMENTS · Loan processing$35,573

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$35,573 · 0.14%
2023$31,125 · 0.14%
2022$26,975 · 0.14%
All plans at this employer2
MIDDLESEX SCHOOL SAVINGS PLAN403(b)
MIDDLESEX SCHOOL PENSION ACCOUNTMoney purchase plan
Similar plansEducational Services · Massachusetts
Clarke School for the Deaf MA$27.5M · 0.03%
Riverview School, Inc. MA$26.8M · 0.01%
Dedham Country Day School MA$26.7M · 0.14%
Dean College MA$26.7M · 0.21%
Schools for Children, Inc. MA$26.1M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042103821 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.