Plan Ledger DOL Form 5500 · updated monthly

Vanasse Hangen Brustlin, Inc.401(k)

VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN · WATERTOWN, MA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Vanasse Hangen Brustlin, Inc. reported $694,458 in plan administrative expenses for 2024: 0.16% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,191 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 0.06% to 0.16%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 128th-largest of 2,726 plans among Massachusetts employers on file, and the 380th of 11,654 in professional & technical services. In 2024, employees put in $2.85 for every $1.00 the employer contributed; active participation has grown from 1,844 to 2,079 since 2022.

Plan summary
Net assets, end of year$463,954,620
Participants with balances2,686
Active participants2,079
Employer contributions$8,712,233
Employee contributions$24,826,925
Employer contribution per active participant$4,191
Average account balance$172,731
Benefits paid to participants$33,647,003
Plan auditUnmodified (clean) audit opinion
AuditorPFK O'CONNOR DAVIES LLP
Plan history3
Yearassets · accounts · employer contribution
2024$464.0M · 2,686 accts · $8.7M emplr
2023$403.3M · 2,570 accts · $7.5M emplr
2022$341.0M · 2,560 accts · $7.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$584,795
Investment management$102,763
Audit (IQPA)$6,900
Total administrative$694,458
The Vanasse Hangen Brustlin, Inc. 401(k) match · 2024
Employer contribution per active participant$4,191
Median for plans this size$4,294
2024$4,191 per active participant
2023$3,549 per active participant
2022$3,771 per active participant

Vanasse Hangen Brustlin, Inc.'s 2024 employer contribution ran below the $4,294 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 · 20243
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$584,799
CAPFINANCIAL PARTNERS LLC DBA CAPTR · Investment advisory (plan)$102,763
PKF O'CONNOR DAVIES LLP · Accounting / audit$6,900

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

Recordkeeper by year2
2024Empower
2023Empower

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

Administrative cost history3
2024$694,458 · 0.16%
2023$527,440 · 0.14%
2022$225,437 · 0.06%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
The Broad Institute MA$475.9M · 0.07%
Aspentech Corporation MA$432.5M · 0.03%
Abt Global Inc MA$427.9M · 0.06%
Goulston & Storrs PC MA$397.6M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042931679 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.