Plan Ledger DOL Form 5500 · updated monthly

Tempus Unlimited, Inc.401(k)

TEMPUS UNLIMITED, INC. 403(B) PLAN · STOUGHTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Tempus Unlimited, Inc. reported $47,137 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $6,628 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 2 years on file its reported administrative ratio fell from 0.43% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,292nd-largest of 2,726 plans among Massachusetts employers on file, and the 3,662nd of 11,911 in health care & social assistance. In 2024, the employer put in $2.85 for every $1.00 employees contributed themselves; active participation has grown from 491 to 578 since 2022.

Plan summary
Net assets, end of year$20,301,678
Participants with balances487
Active participants578
Employer contributions$3,830,895
Employee contributions$1,345,928
Employer contribution per active participant$6,628
Average account balance$41,687
Benefits paid to participants$1,280,096
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.3M · 487 accts · $3.8M emplr
2023$14.2M · 387 accts · $1.7M emplr
2022$10.1M · 292 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,137
Total administrative$47,137
The Tempus Unlimited, Inc. 401(k) match · 2024
Employer contribution per active participant$6,628
Median for plans this size$2,416
2024$6,628 per active participant
2023$2,986 per active participant
2022$2,378 per active participant

Tempus Unlimited, Inc.'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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$47,137
CHARLES SCHWAB · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$47,137 · 0.27%
2023$42,580 · 0.35%
2022$37,770 · 0.43%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Brookhaven at Lexington MA$21.0M · 0.00%
Viability, Inc. MA$20.8M · 0.05%
Stafford Management, LLC MA$20.8M · 0.77%
Affinity Dental MA$20.0M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042239746 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.