Plan Ledger DOL Form 5500 · updated monthly

Processunity Inc401(k)

PROCESSUNITY INC 401(K) PROFIT SHARING PLAN & TRUST · CONCORD, MA · plan year 2025

Reported admin expense ratio · 2025
0.13%

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

Processunity Inc reported $31,804 in plan administrative expenses for 2025: 0.13% of average plan assets, below the peer median. Employer contributions averaged $4,357 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 fell from 0.19% to 0.13%. 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 1,067th-largest of 2,726 plans among Massachusetts employers on file, and the 832nd of 2,199 in information & media. In 2025, employees put in $2.85 for every $1.00 the employer contributed; active participation has grown from 116 to 217 since 2022.

Plan summary
Net assets, end of year$27,463,788
Participants with balances235
Active participants217
Employer contributions$945,425
Employee contributions$2,693,888
Employer contribution per active participant$4,357
Average account balance$116,867
Benefits paid to participants$1,033,211
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$27.5M · 235 accts · $945K emplr
2024$20.1M · 234 accts · $876K emplr
2023$13.4M · 201 accts · $710K emplr
2022$6.8M · 130 accts · $522K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$26,012
Investment management$5,792
Total administrative$31,804
The Processunity Inc 401(k) match · 2025
Employer contribution per active participant$4,357
Median for plans this size$2,666
2025$4,357 per active participant
2024$3,395 per active participant
2023$3,318 per active participant
2022$4,501 per active participant

Processunity Inc'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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$26,012
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,792

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$31,804 · 0.13%
2024$20,836 · 0.12%
2023$10,878 · 0.11%
2022$12,230 · 0.19%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 200317803 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.