Plan Ledger DOL Form 5500 · updated monthly

Princess House, Inc.401(k)

PRINCESS HOUSE, INC. 401(K) PLAN · MANSFIELD, MA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Princess House, Inc. reported $73,490 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $4,328 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 0.19% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 870th-largest of 2,726 plans among Massachusetts employers on file, and the 857th of 5,215 in retail trade. In 2024, employees put in $2.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$36,946,229
Participants with balances211
Active participants165
Employer contributions$714,108
Employee contributions$1,679,776
Employer contribution per active participant$4,328
Average account balance$175,101
Benefits paid to participants$2,473,671
Plan auditUnmodified (clean) audit opinion
AuditorKING MCNAMARA MORIARTY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$36.9M · 211 accts · $714K emplr
2023$33.4M · 213 accts · $709K emplr
2022$30.3M · 223 accts · $666K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,280
Investment management$24,210
Total administrative$73,490
The Princess House, Inc. 401(k) match · 2024
Employer contribution per active participant$4,328
Median for plans this size$2,416
2024$4,328 per active participant
2023$4,516 per active participant
2022$3,895 per active participant

Princess House, Inc.'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$49,279
CAPTRUST · Investment advisory (plan)$24,212

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$73,490 · 0.21%
2023$73,003 · 0.23%
2022$61,857 · 0.19%
Same employer
Similar plansRetail Trade · Massachusetts
Peabody Motor Sports, Inc. MA$38.1M · 0.08%
Diesel Direct MA$33.9M · 0.53%
Village Motors, Inc. MA$32.6M · 0.35%
Potpourri Group, Inc. MA$31.1M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223320693 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.