Plan Ledger DOL Form 5500 · updated monthly

Shapiro Educational & Behavior401(k)

SHAPIRO EDUCATIONAL & BEHAVIOR 401(K) PROFIT SHARING PLAN & TRUST · LUNENBURG, MA · plan year 2022

Reported admin expense ratio · 2022
0.67%

Shapiro Educational & Behavior reported $3,988 in plan administrative expenses for 2022: 0.67% of average plan assets, below 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (2,671st of 2,726), and 11,212th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$651,919
Participants with balances215
Active participants144
Employer contributions—
Employee contributions$219,878
Employer contribution per active participant—
Average account balance$3,032
Benefits paid to participants$26,715
Plan auditUnmodified (clean) audit opinion
AuditorDANIEL DENNIS & COMPANY LLP
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$652K · 215 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,988
Total administrative$3,988
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$3,988 · 0.67%
Similar plansHealth Care & Social Assistance · Massachusetts
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Fee benchmarks by plan size

Source: U.S. Department of Labor, Form 5500 series, EIN 463577329 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.