Plan Ledger DOL Form 5500 · updated monthly

Riemer & Braunstein LLP401(k)

RIEMER & BRAUNSTEIN LLP 401K AND PROFIT SHARING PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.17%

Riemer & Braunstein LLP reported $143,477 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. 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 0.16% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 469th-largest of 2,726 plans among Massachusetts employers on file, and the 1,709th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$87,648,104
Participants with balances187
Active participants146
Employer contributions—
Employee contributions$2,463,998
Employer contribution per active participant—
Average account balance$468,706
Benefits paid to participants$5,492,156
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$87.6M · 187 accts
2023$78.5M · 195 accts
2022$66.8M · 185 accts
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
HUB RETIREMENT & WEALTH MANAGEMENT · Contract administrator · Pension consulting$67,268
GLOBAL RETIREMENT PARTNERS LLC · Securities brokerage$50,000
FORVIS · Accounting / audit$15,014
RPW SOLUTIONS LLC · Contract administrator · Pension consulting$9,700

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$143,477 · 0.17%
2023$122,307 · 0.17%
2022$124,026 · 0.16%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Boston Dynamics, Inc. MA$91.3M · 0.16%
The Bridgespan Group MA$88.8M · 0.19%
Extreme Reach Inc. MA$85.0M · 0.13%
Bluebird Bio, Inc. MA$82.6M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042126351 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.