Plan Ledger DOL Form 5500 · updated monthly

Mintz Levin Cohn Ferris Glovsky and Popeo PC401(k)

MINTZ LEVIN COHN FERRIS GLOVSKY AND POPEO SAVINGS AND RETIREMENT PLAN · BOSTON, MA · plan year 2023

Reported admin expense ratio · 2023
0.03%

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

Mintz Levin Cohn Ferris Glovsky and Popeo PC reported $213,651 in plan administrative expenses for 2023: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $14,076 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 0.031%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,601 comparable plans and shown alongside other professional & technical services employers. By assets it is the 85th-largest of 2,726 plans among Massachusetts employers on file, and the 261st of 11,654 in professional & technical services. In 2023, employees put in $1.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$676,243,696
Participants with balances1,862
Active participants1,081
Employer contributions$15,216,543
Employee contributions$18,739,611
Employer contribution per active participant$14,076
Average account balance$363,181
Benefits paid to participants$52,597,381
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$665.1M · 1,872 accts · $16.1M emplr
2023$676.2M · 1,862 accts · $15.2M emplr
2022$565.5M · 1,834 accts · $14.1M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$123,222
Investment management$90,429
Total administrative$213,651
The Mintz Levin Cohn Ferris Glovsky and Popeo PC 401(k) match · 2023
Employer contribution per active participant$14,076
Median for plans this size$4,362
2024$14,364 per active participant
2023$14,076 per active participant
2022$12,309 per active participant

Mintz Levin Cohn Ferris Glovsky and Popeo PC's 2023 employer contribution ran above the $4,362 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$90,429
FIDELITY INVESTMENTS INST OP CO LLC · Loan processing$59,094

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$208,773 · 0.03%
2023$213,651 · 0.03%
2022$181,588 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Ptc Inc. MA$856.0M · 0.02%
Wayfair LLC MA$786.1M · 0.08%
Pegasystems Inc MA$529.7M · 0.04%
Alkermes, Inc. MA$480.2M · 0.07%
The Broad Institute MA$475.9M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042718459 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.