Plan Ledger DOL Form 5500 · updated monthly

Numerated Growth Technologies, Inc.401(k)

NUMERATED GROWTH TECHNOLOGIES 401(K) PLAN · BOSTON, MA · plan year 2023

Reported admin expense ratio · 2023
0.44%

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

Numerated Growth Technologies, Inc. reported $23,452 in plan administrative expenses for 2023: 0.44% of average plan assets, below the peer median. Employer contributions averaged $4 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 2 years on file its reported administrative ratio fell from 0.53% to 0.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (2,263rd of 2,726), and 9,503rd of 11,654 in professional & technical services. In 2023, employees put in $3764.39 for every $1.00 the employer contributed; active participation has shrunk from 78 to 65 since 2022.

Plan summary
Net assets, end of year$5,715,991
Participants with balances123
Active participants65
Employer contributions$259
Employee contributions$974,977
Employer contribution per active participant$4
Average account balance$46,471
Benefits paid to participants$1,348,908
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 97 accts
2023$5.7M · 123 accts · $259 emplr
2022$5.0M · 145 accts
Administrative expenses, itemized · 2023
Investment management$23,452
Total administrative$23,452
The Numerated Growth Technologies, Inc. 401(k) match · 2023
Employer contribution per active participant$4
Median for plans this size$1,308

Numerated Growth Technologies, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
HUMAN INTEREST ADVISOR LLC · Contract administrator · Investment advisory (plan)$23,452

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
2023Human Interest

This plan has changed recordkeepers within these filings. If you left Numerated Growth Technologies, 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$13,112 · 0.23%
2023$23,452 · 0.44%
2022$25,354 · 0.53%
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Appcues, Inc. MA$5.8M · 0.11%
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Worldapp Inc MA$5.8M · 0.06%
Spero Therapeutics, Inc. MA$5.8M · 0.20%
Roslinct US Holdings LLC MA$5.7M · 0.55%
Kriss Law LLC MA$5.5M · 0.59%
Citizens Disability, LLC MA$5.4M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820764149 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.