Plan Ledger DOL Form 5500 · updated monthly

Weston Associates Management Co.401(k)

WESTON ASSOCIATES MANAGEMENT CO. INC. 401(K) PROFIT SHARING PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Weston Associates Management Co. reported $22,595 in plan administrative expenses for 2024: 0.41% of average plan assets, below the peer median. Employer contributions averaged $1,173 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 0.91% to 0.41%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Massachusetts (2,262nd of 2,726), and 1,434th of 2,096 in real estate & leasing. In 2024, employees put in $4.10 for every $1.00 the employer contributed; active participation has shrunk from 125 to 87 since 2022.

Plan summary
Net assets, end of year$5,741,033
Participants with balances93
Active participants87
Employer contributions$102,056
Employee contributions$418,136
Employer contribution per active participant$1,173
Average account balance$61,732
Benefits paid to participants$824,382
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 93 accts · $102K emplr
2023$5.4M · 105 accts · $118K emplr
2022$4.4M · 107 accts · $94K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,593
Investment management$10,002
Total administrative$22,595
The Weston Associates Management Co. 401(k) match · 2024
Employer contribution per active participant$1,173
Median for plans this size$1,313
2024$1,173 per active participant
2023$926 per active participant
2022$752 per active participant

Weston Associates Management Co.'s 2024 employer contribution ran below the $1,313 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
ADP, INC. · Loan processing · Recordkeeping$12,593
GALLAGHER BENEFIT SERVICES · Recordkeeping · Trustee$10,002
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, GALLAGHER BENEFIT SERVICES
2023ADP, GALLAGHER BENEFIT SERVICES

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

Administrative cost history3
2024$22,595 · 0.41%
2023$36,420 · 0.74%
2022$42,611 · 0.91%
Same employer
Similar plansReal Estate & Leasing · Massachusetts
Trinity Management, LLC MA$9.4M · 0.13%
Rentex, Inc. MA$3.8M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042577565 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.