Plan Ledger DOL Form 5500 · updated monthly

Simon Kucher & Partners LLC401(k)

SIMON KUCHER & PARTNERS 401(K) PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Simon Kucher & Partners LLC reported $36,044 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,562 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 has held roughly steady near 0.079%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 697th-largest of 2,726 plans among Massachusetts employers on file, and the 2,706th of 11,654 in professional & technical services. In 2024, employees put in $2.52 for every $1.00 the employer contributed; active participation has shrunk from 410 to 339 since 2022.

Plan summary
Net assets, end of year$51,255,974
Participants with balances603
Active participants339
Employer contributions$1,885,680
Employee contributions$4,751,487
Employer contribution per active participant$5,562
Average account balance$85,002
Benefits paid to participants$4,705,502
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$51.3M · 603 accts · $1.9M emplr
2023$40.5M · 601 accts · $1.6M emplr
2022$32.2M · 566 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,044
Total administrative$36,044
The Simon Kucher & Partners LLC 401(k) match · 2024
Employer contribution per active participant$5,562
Median for plans this size$2,416
2024$5,562 per active participant
2023$4,940 per active participant
2022$2,575 per active participant

Simon Kucher & Partners LLC'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$36,044

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$36,044 · 0.08%
2023$30,671 · 0.08%
2022$27,066 · 0.08%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Radius Health, Inc. MA$52.2M · 0.30%
Engagesmart, Inc. MA$51.8M · 0.24%
Veracode, Inc. MA$51.4M · 0.22%
Motus, LLC MA$51.1M · 0.34%
Pearl Meyer & Partners, LLC MA$50.0M · 0.00%
Jobs for the Future, Inc. MA$49.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043327903 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.