Plan Ledger DOL Form 5500 · updated monthly

Northeast Security, Inc.401(k)

NORTHEAST SECURITY, INC 401(K) PROFIT SHARING PLAN · WESTWOOD, MA · plan year 2024

Reported admin expense ratio · 2024
1.26%

Northeast Security, Inc. reported $37,834 in plan administrative expenses for 2024: 1.26% of average plan assets, higher than ~90% of peers. 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 rose from 0.91% to 1.26%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Massachusetts (2,464th of 2,726), and 1,705th of 2,534 in administrative & support services. active participation has grown from 1,870 to 2,115 since 2022.

Plan summary
Net assets, end of year$3,288,629
Participants with balances106
Active participants2,115
Employer contributions—
Employee contributions$530,707
Employer contribution per active participant—
Average account balance$31,025
Benefits paid to participants$201,850
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.3M · 106 accts
2023$2.7M · 122 accts
2022$2.0M · 100 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,347
Investment management$14,487
Total administrative$37,834
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
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$23,346
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$14,487

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$37,834 · 1.26%
2023$31,913 · 1.35%
2022$19,294 · 0.91%
Same employer
Similar plansAdministrative & Support Services · Massachusetts
Righthand Robotics, Inc. MA$3.6M · 0.14%
Citron Hygiene US Corp. MA$3.5M · 0.08%
Bicycle Health Inc. MA$2.7M · 0.48%
Leahy Landscaping, Inc. MA$2.6M · 0.72%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 042432920 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.