Plan Ledger DOL Form 5500 · updated monthly

Plimoth Patuxet Museums, Inc.403(b)

PLIMOTH PATUXET MUSEUMS, INC. TAX SHELTERED ANNUITY PLAN · PLYMOUTH, MA · plan year 2024

Reported admin expense ratio · 2024
1.21%

Plimoth Patuxet Museums, Inc. reported $36,929 in plan administrative expenses for 2024: 1.21% 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 has held roughly steady near 1.21%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Massachusetts (2,486th of 2,726), and 1,059th of 1,311 in arts, entertainment & recreation. active participation has shrunk from 101 to 88 since 2022.

Plan summary
Net assets, end of year$3,077,452
Participants with balances66
Active participants88
Employer contributions—
Employee contributions$119,228
Employer contribution per active participant—
Average account balance$46,628
Benefits paid to participants$362,303
Plan auditDisclaimer of opinion
AuditorLEONARD, MULHERIN & GREENE, PC
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 66 accts
2023$3.0M · 100 accts
2022$2.7M · 106 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,929
Total administrative$36,929
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 · 20244
THE HILB GROUP OF NEW ENGLAND · Contract administrator$18,646
NATIONWIDE · Contract administrator · Loan processing$13,440
CAPITAL ANALYSTS, INC. · Investment advisory (plan)$11,458
PROACCOUNT · Investment advisory (participants)$163

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$36,929 · 1.21%
2023$35,782 · 1.26%
2022Not separately reported
Similar plansArts, Entertainment & Recreation · Massachusetts
Spartan Race, Inc. MA$5.8M · 0.13%
Cdm Fitness Holdings, LLC MA$3.7M · 0.88%
Alder Partners, LLC MA$2.4M · 2.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042210750 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.