Plan Ledger DOL Form 5500 · updated monthly

Tracelink, Inc.401(k)

TRACELINK 401(K) PLAN · WILMINGTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Tracelink, Inc. reported $55,328 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $4,800 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 0.13% to 0.10%. 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 614th-largest of 2,726 plans among Massachusetts employers on file, and the 2,393rd of 11,654 in professional & technical services. In 2024, employees put in $3.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$59,575,297
Participants with balances516
Active participants349
Employer contributions$1,675,146
Employee contributions$5,437,604
Employer contribution per active participant$4,800
Average account balance$115,456
Benefits paid to participants$4,536,713
Plan auditUnmodified (clean) audit opinion
AuditorBRITT & COMPANY CPA LLC
Plan history3
Yearassets · accounts · employer contribution
2024$59.6M · 516 accts · $1.7M emplr
2023$48.0M · 488 accts · $1.7M emplr
2022$36.3M · 510 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,197
Investment management$29,131
Total administrative$55,328
The Tracelink, Inc. 401(k) match · 2024
Employer contribution per active participant$4,800
Median for plans this size$3,635
2024$4,800 per active participant
2023$4,914 per active participant
2022$4,447 per active participant

Tracelink, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20242
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$29,131
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$26,197

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$55,328 · 0.10%
2023$51,005 · 0.12%
2022$50,002 · 0.13%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Linedata Services, Inc. MA$62.7M · 0.02%
Altman Solon US, LP MA$62.2M · 0.15%
Vestmark, Inc MA$60.3M · 0.07%
Stratus Technologies, Inc. MA$58.8M · 0.04%
Sdl Inc. MA$58.2M · 0.21%
Apps Associates LLC MA$57.7M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800451564 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.