Plan Ledger DOL Form 5500 · updated monthly

Williamsmarston LLC401(k)

WILLIAMSMARSTON LLC RETIREMENT PLAN · BOSTON, MA · plan year 2025

Reported admin expense ratio · 2025
0.24%

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

Williamsmarston LLC reported $71,499 in plan administrative expenses for 2025: 0.24% of average plan assets, below the peer median. Employer contributions averaged $5,614 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 3 years on file its reported administrative ratio rose from 0.18% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 914th-largest of 2,726 plans among Massachusetts employers on file, and the 3,735th of 11,654 in professional & technical services. In 2025, employees put in $2.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,507,166
Participants with balances297
Active participants230
Employer contributions$1,291,187
Employee contributions$3,187,267
Employer contribution per active participant$5,614
Average account balance$116,186
Benefits paid to participants$2,461,998
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$34.5M · 297 accts · $1.3M emplr
2024$25.2M · 315 accts · $1.1M emplr
2023$20.3M · 279 accts · $1.2M emplr
2022$10.4M · 193 accts · $1.2M emplr
The Williamsmarston LLC 401(k) match · 2025
Employer contribution per active participant$5,614
Median for plans this size$2,666
2025$5,614 per active participant
2024$5,868 per active participant
2023$6,044 per active participant
2022$5,267 per active participant

Williamsmarston LLC's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
THE VANGUARD GROUP · Recordkeeping · Loan processing$14,610
CREATIVE PLANNING · Investment advisory (plan)$63,129

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

Recordkeeper by year3
2025Vanguard
2024Vanguard
2023Vanguard

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

Administrative cost history4
2025$71,499 · 0.24%
2024$58,742 · 0.26%
2023$42,065 · 0.27%
2022$14,390 · 0.18%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Pathai, Inc. MA$34.8M · 0.15%
Gradco, LLC D/B/A Gradient MA$33.6M · 0.30%
Prince Lobel Tye LLP MA$33.1M · 0.00%
Infinidat, Inc. MA$32.9M · 0.05%
Mersana Therapeutics, Inc. MA$32.6M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464311251 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.