Plan Ledger DOL Form 5500 · updated monthly

Neighborhood Housing Services of the South Shore, Inc.401(k)

NEIGHBORHOOD HOUSING SERVICES OF THE SOUTH SHORE, INC. 401(K) PLAN · QUINCY, MA · plan year 2025

Reported admin expense ratio · 2025
0.53%

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

Neighborhood Housing Services of the South Shore, Inc. reported $32,818 in plan administrative expenses for 2025: 0.53% of average plan assets, below the peer median. Employer contributions averaged $968 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Massachusetts (2,186th of 2,726), and 1,370th of 2,096 in real estate & leasing. In 2025, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,585,962
Participants with balances156
Active participants145
Employer contributions$140,407
Employee contributions$265,435
Employer contribution per active participant$968
Average account balance$42,218
Benefits paid to participants$29,786
Plan auditUnmodified (clean) audit opinion
AuditorDANIEL DENNIS & COMPANY LLP
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$275
Investment management$32,543
Total administrative$32,818
The Neighborhood Housing Services of the South Shore, Inc. 401(k) match · 2025
Employer contribution per active participant$968
Median for plans this size$1,464

Neighborhood Housing Services of the South Shore, Inc.'s 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
JOHN HANCOCK LIFE INSURANCE CO · Recordkeeping · Investment management$554

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

Administrative cost history1
2025$32,818 · 0.53%
Same employer
Similar plansReal Estate & Leasing · Massachusetts
Claremont Companies, LLC MA$11.2M · 0.96%
Trinity Management, LLC MA$9.4M · 0.13%
Rentex, Inc. MA$3.8M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042732439 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.