Plan Ledger DOL Form 5500 · updated monthly

Newbury Comics, Inc.401(k)

NEWBURY COMICS EMPLOYEE BENEFIT TRUST · BRIGHTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Newbury Comics, Inc. reported $37,895 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $1,235 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 0.137%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,023rd-largest of 2,726 plans among Massachusetts employers on file, and the 1,051st of 5,215 in retail trade. In 2024, employees put in $1.99 for every $1.00 the employer contributed; active participation has shrunk from 226 to 191 since 2022.

Plan summary
Net assets, end of year$29,550,756
Participants with balances224
Active participants191
Employer contributions$235,931
Employee contributions$468,548
Employer contribution per active participant$1,235
Average account balance$131,923
Benefits paid to participants$1,238,612
Plan auditUnmodified (clean) audit opinion
AuditorWORTHINGTON HUGHES & HOAR P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$29.6M · 224 accts · $236K emplr
2023$25.9M · 239 accts · $243K emplr
2022$21.2M · 241 accts · $243K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,878
Investment management$25,017
Total administrative$37,895
The Newbury Comics, Inc. 401(k) match · 2024
Employer contribution per active participant$1,235
Median for plans this size$2,416
2024$1,235 per active participant
2023$1,153 per active participant
2022$1,075 per active participant

Newbury Comics, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20243
OSAIC WEALTH INC. · Recordkeeping · Trustee$25,017
ADP, INC. · Loan processing · Recordkeeping$12,877
ADP BROKER-DEALERindirect 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
2024ADP, OSAIC WEALTH INC.
2023ADP, ROYAL ALLIANCE ASSOCIATES, INC.

This plan has changed recordkeepers within these filings. If you left Newbury Comics, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$37,895 · 0.14%
2023$35,065 · 0.15%
2022$33,849 · 0.14%
Same employer
Similar plansRetail Trade · Massachusetts
Village Motors, Inc. MA$32.6M · 0.35%
Potpourri Group, Inc. MA$31.1M · 0.22%
Christianbook, LLC MA$28.5M · 0.47%
Kaspersky Lab, Inc. MA$27.9M · 0.05%
Kelly Automotive Group MA$25.4M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042744540 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.