Plan Ledger DOL Form 5500 · updated monthly

Tiger Valuation Services, LLC401(k)

TIGER VALUATION SERVICES, LLC 401(K) PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Tiger Valuation Services, LLC reported $155,825 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $6,362 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.

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 867th-largest of 2,726 plans among Massachusetts employers on file, and the 3,497th of 11,654 in professional & technical services. In 2024, employees put in $2.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$37,286,874
Participants with balances133
Active participants121
Employer contributions$769,862
Employee contributions$1,624,102
Employer contribution per active participant$6,362
Average account balance$280,352
Benefits paid to participants$328,807
Plan auditUnmodified (clean) audit opinion
AuditorFINEMAN WEST & COMPANY LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$155,825
Total administrative$155,825
The Tiger Valuation Services, LLC 401(k) match · 2024
Employer contribution per active participant$6,362
Median for plans this size$2,416

Tiger Valuation Services, 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 · 20244
FUTUREPLAN BY ASCENSUS · Recordkeeping · Loan processing$5,650
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processingindirect comp
PENSIONMARK FINANCIAL GROUP LLC · Investment advisory (plan)$30,000
WORLD INVESTMENT ADVISORS · Investment advisory (plan)$3,121

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

Administrative cost history1
2024$155,825 · 0.46%
Similar plansProfessional & Technical Services · Massachusetts
Peloton Group, LLC MA$38.1M · 0.26%
Healthdrive Corporation MA$37.6M · 0.22%
Ardelyx, Inc. MA$37.6M · 0.01%
Actblue, LLC MA$35.8M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203470234 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.