Plan Ledger DOL Form 5500 · updated monthly

The Brattle Group, Inc.401(k)

THE BRATTLE GROUP, INC. PROFIT SHARING RETIREMENT PLAN AND TRUST · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

The Brattle Group, Inc. reported $122,838 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $12,928 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 rose from 0.04% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 279th-largest of 2,726 plans among Massachusetts employers on file, and the 875th of 11,654 in professional & technical services. In 2024, the employer put in $1.03 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$183,224,199
Participants with balances713
Active participants388
Employer contributions$5,016,036
Employee contributions$4,887,772
Employer contribution per active participant$12,928
Average account balance$256,976
Benefits paid to participants$6,258,802
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$183.2M · 713 accts · $5.0M emplr
2023$157.0M · 713 accts · $4.5M emplr
2022$133.3M · 725 accts · $4.0M emplr
The The Brattle Group, Inc. 401(k) match · 2024
Employer contribution per active participant$12,928
Median for plans this size$3,635
2024$12,928 per active participant
2023$12,023 per active participant
2022$10,023 per active participant

The Brattle Group, Inc.'s 2024 employer contribution ran above the $3,635 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
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$105,667
VANGUARD ADVISERS INC. · Investment advisory (participants)$17,539

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$122,838 · 0.07%
2023$143,592 · 0.10%
2022$58,819 · 0.04%
Same employer
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Lek Consulting LLC MA$190.2M · 0.04%
Coordinates Operations LLC MA$187.6M · 0.01%
Tighe & Bond, Inc. MA$186.2M · 0.05%
Irobot Corporation MA$185.2M · 0.11%
John Snow, Inc. MA$180.9M · 0.09%
PA Consulting Group, Inc. MA$179.1M · 0.09%
Choate, Hall & Stewart LLP MA$178.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043254813 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.