Plan Ledger DOL Form 5500 · updated monthly

West Shore LLC401(k)

WEST SHORE LLC 401(K) PLAN · BOSTON, MA · plan year 2022

Reported admin expense ratio · 2022
1.04%

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

West Shore LLC reported $7,373 in plan administrative expenses for 2022: 1.04% of average plan assets, above the peer median. Employer contributions averaged $932 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Massachusetts (2,665th of 2,726), and 2,002nd of 2,096 in real estate & leasing. In 2022, employees put in $1.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$754,771
Participants with balances65
Active participants124
Employer contributions$115,604
Employee contributions$174,930
Employer contribution per active participant$932
Average account balance$11,612
Benefits paid to participants$64,772
Plan auditUnmodified (clean) audit opinion
AuditorPKF JND, P.C.
Administrative expenses, itemized · 2022
Professional / advisory$7,373
Total administrative$7,373
The West Shore LLC 401(k) match · 2022
Employer contribution per active participant$932
Median for plans this size$331

West Shore LLC's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$7,373 · 1.04%
Same employer
Similar plansReal Estate & Leasing · Massachusetts
Chartwell Management, LLC MA$2.8M · 1.58%
Samia Companies LLC MA$1.3M · 0.01%
Generation Tux, Inc. KY$815K · 1.18%
Landmark Realty, LLC CA$783K · 1.69%
Tzadik Properties, LLC FL$774K · 2.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812017994 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.