Plan Ledger DOL Form 5500 · updated monthly

Posit Software, Pbc401(k)

POSIT SOFTWARE 401(K) PLAN · BOSTON, MA · plan year 2025

Reported admin expense ratio · 2025
0.03%

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

Posit Software, Pbc reported $13,123 in plan administrative expenses for 2025: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,797 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 rose from 0.02% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other information & media employers. By assets it is the 674th-largest of 2,726 plans among Massachusetts employers on file, and the 494th of 2,199 in information & media. In 2025, employees put in $2.25 for every $1.00 the employer contributed; active participation has grown from 285 to 347 since 2022.

Plan summary
Net assets, end of year$53,222,383
Participants with balances363
Active participants347
Employer contributions$2,358,515
Employee contributions$5,307,010
Employer contribution per active participant$6,797
Average account balance$146,618
Benefits paid to participants$3,376,922
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$53.2M · 363 accts · $2.4M emplr
2024$37.6M · 325 accts · $2.0M emplr
2023$28.1M · 300 accts · $2.1M emplr
2022$16.7M · 271 accts · $1.5M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$1,573
Investment management$11,550
Total administrative$13,123
The Posit Software, Pbc 401(k) match · 2025
Employer contribution per active participant$6,797
Median for plans this size$2,666
2025$6,797 per active participant
2024$6,566 per active participant
2023$7,841 per active participant
2022$5,180 per active participant

Posit Software, Pbc's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,550
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,573

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

Administrative cost history4
2025$13,123 · 0.03%
2024$9,268 · 0.03%
2023$5,733 · 0.03%
2022$2,582 · 0.02%
Same employer
Similar plansInformation & Media · Massachusetts
Alegeus Technologies, LLC MA$71.2M · 0.19%
Mib Group Holdings Inc. MA$64.9M · 0.19%
Brightcove Inc. MA$61.6M · 0.00%
Definitive Healthcare, LLC MA$51.5M · 0.03%
Recorded Future, Inc. MA$46.9M · 0.41%
Ibasis, Inc. MA$46.6M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264457115 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.