Plan Ledger DOL Form 5500 · updated monthly

Pearl Meyer & Partners, LLC401(k)

PEARL MEYER 401(K) PLAN · WELLESLEY HILLS, MA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Pearl Meyer & Partners, LLC reported $1,579 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,255 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 rose from 0.002% to 0.003%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 702nd-largest of 2,726 plans among Massachusetts employers on file, and the 2,758th of 11,654 in professional & technical services. In 2024, employees put in $2.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$49,987,071
Participants with balances165
Active participants148
Employer contributions$1,073,689
Employee contributions$2,282,995
Employer contribution per active participant$7,255
Average account balance$302,952
Benefits paid to participants$1,997,156
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$50.0M · 165 accts · $1.1M emplr
2023$42.0M · 157 accts · $956K emplr
2022$37.6M · 146 accts · $803K emplr
Administrative expenses, itemized · 2024
Investment management$8,702
Total administrative$1,579
The Pearl Meyer & Partners, LLC 401(k) match · 2024
Employer contribution per active participant$7,255
Median for plans this size$2,416
2024$7,255 per active participant
2023$6,372 per active participant
2022$5,778 per active participant

Pearl Meyer & Partners, LLC's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
MASSACHUSETTS MUTUAL LIFE INSURANC · Investment advisory (plan)$6,667
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$1,579 · 0.00%
2023$2,386 · 0.01%
2022$805 · 0.00%
Similar plansProfessional & Technical Services · Massachusetts
Engagesmart, Inc. MA$51.8M · 0.24%
Veracode, Inc. MA$51.4M · 0.22%
Simon Kucher & Partners LLC MA$51.3M · 0.08%
Motus, LLC MA$51.1M · 0.34%
Jobs for the Future, Inc. MA$49.9M · 0.04%
Envirobusiness, Inc. MA$48.6M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352324075 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.