Plan Ledger DOL Form 5500 · updated monthly

Robert Reiser & Company, Inc.401(k)

ROBERT REISER & COMPANY, INC. 401(K) PROFIT SHARING PLAN · CANTON, MA · plan year 2024

Employer contribution per participant · 2024
$4,305

Robert Reiser & Company, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $99,663,080 across 738 participant accounts, with employer contributions averaging $4,305 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio fell from 0.02% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 424th-largest of 2,726 plans among Massachusetts employers on file, and the 417th of 4,246 in wholesale trade. In 2024, employees put in $2.43 for every $1.00 the employer contributed; active participation has grown from 531 to 590 since 2022.

Plan summary
Net assets, end of year$99,663,080
Participants with balances738
Active participants590
Employer contributions$2,540,164
Employee contributions$6,172,000
Employer contribution per active participant$4,305
Average account balance$135,045
Benefits paid to participants$6,891,747
Plan auditUnmodified (clean) audit opinion
AuditorBRITT AND COMPANY CPA LLC
Plan history3
Yearassets · accounts · employer contribution
2024$99.7M · 738 accts · $2.5M emplr
2023$84.1M · 520 accts · $2.3M emplr
2022$66.8M · 619 accts · $1.2M emplr
The Robert Reiser & Company, Inc. 401(k) match · 2024
Employer contribution per active participant$4,305
Median for plans this size$3,635
2024$4,305 per active participant
2023$3,630 per active participant
2022$2,203 per active participant

Robert Reiser & Company, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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.

Service providers · 20241
FIDELITY INV INST OP CO LLC · Loan processingindirect comp

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

Administrative cost history3
2024Not separately reported
2023$8,698 · 0.01%
2022$14,838 · 0.02%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 042014453 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.