Plan Ledger DOL Form 5500 · updated monthly

The Trustees of Reservations401(k)

THE TRUSTEES OF RESERVATIONS 401(K) RETIREMENT PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

The Trustees of Reservations reported $54,347 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $2,339 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 0.24% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,098th-largest of 2,726 plans among Massachusetts employers on file, and the 516th of 2,096 in real estate & leasing. In 2024, employees put in $2.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,470,396
Participants with balances382
Active participants318
Employer contributions$743,806
Employee contributions$1,647,579
Employer contribution per active participant$2,339
Average account balance$69,294
Benefits paid to participants$2,965,648
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.5M · 382 accts · $744K emplr
2023$23.9M · 415 accts · $761K emplr
2022$20.2M · 404 accts · $719K emplr
Administrative expenses, itemized · 2024
Investment management$54,347
Total administrative$54,347
The The Trustees of Reservations 401(k) match · 2024
Employer contribution per active participant$2,339
Median for plans this size$2,416
2024$2,339 per active participant
2023$2,333 per active participant
2022$2,290 per active participant

The Trustees of Reservations's 2024 employer contribution ran below the $2,416 median for plans its size. 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
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$54,347

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$54,347 · 0.22%
2023$21,059 · 0.10%
2022$50,889 · 0.24%
Same employer
Similar plansReal Estate & Leasing · Massachusetts
Hallkeen Management, Inc. MA$27.2M · 1.18%
The Druker Company, LTD MA$26.8M · 0.23%
Maloney Properties, Inc. MA$24.0M · 0.43%
Davenport Realty Trust MA$21.8M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042105780 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.