Plan Ledger DOL Form 5500 · updated monthly

Stoneturn Group, LLP401(k)

STONETURN GROUP, LLP 401(K) PLAN · BOSTON, MA · plan year 2025

Reported admin expense ratio · 2025
0.09%

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

Stoneturn Group, LLP reported $44,493 in plan administrative expenses for 2025: 0.09% of average plan assets, below the peer median. Employer contributions averaged $8,849 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 0.15% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 671st-largest of 2,726 plans among Massachusetts employers on file, and the 2,609th of 11,654 in professional & technical services. In 2025, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$53,785,921
Participants with balances223
Active participants153
Employer contributions$1,353,856
Employee contributions$2,495,498
Employer contribution per active participant$8,849
Average account balance$241,192
Benefits paid to participants$4,368,911
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$53.8M · 223 accts · $1.4M emplr
2024$46.5M · 227 accts · $1.3M emplr
2023$38.2M · 213 accts · $1.2M emplr
2022$28.4M · 213 accts · $1.1M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$44,493
Total administrative$44,493
The Stoneturn Group, LLP 401(k) match · 2025
Employer contribution per active participant$8,849
Median for plans this size$4,093
2025$8,849 per active participant
2024$8,700 per active participant
2023$8,383 per active participant
2022$7,563 per active participant

Stoneturn Group, LLP's 2025 employer contribution ran above the $4,093 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 · 20251
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$44,493

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$44,493 · 0.09%
2024$47,587 · 0.11%
2023$43,198 · 0.13%
2022$45,908 · 0.15%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Globoforce, Inc. MA$55.8M · 0.06%
Thrive Operations, LLC MA$55.0M · 0.45%
Revenue Solutions, Inc. MA$53.6M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200892304 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.