Plan Ledger DOL Form 5500 · updated monthly

Wolf & Company, P.C.401(k)

WOLF & COMPANY, P.C. 401(K) PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Wolf & Company, P.C. reported $153,110 in plan administrative expenses for 2024: 0.23% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,437 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 0.33% to 0.23%. 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 539th-largest of 2,726 plans among Massachusetts employers on file, and the 2,045th of 11,654 in professional & technical services. In 2024, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$70,858,370
Participants with balances531
Active participants400
Employer contributions$1,774,873
Employee contributions$3,999,556
Employer contribution per active participant$4,437
Average account balance$133,443
Benefits paid to participants$2,886,171
Plan auditUnmodified (clean) audit opinion
AuditorSANSIVERI, KIMBALL & CO. LLP
Plan history3
Yearassets · accounts · employer contribution
2024$70.9M · 531 accts · $1.8M emplr
2023$59.8M · 515 accts · $1.5M emplr
2022$47.4M · 493 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Investment management$153,110
Total administrative$153,110
The Wolf & Company, P.C. 401(k) match · 2024
Employer contribution per active participant$4,437
Median for plans this size$3,635
2024$4,437 per active participant
2023$3,887 per active participant
2022$3,335 per active participant

Wolf & Company, P.C.'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
MORGAN STANLEY · Investment advisory (plan)$92,637

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$153,110 · 0.23%
2023$158,667 · 0.30%
2022$140,131 · 0.33%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Cytel Inc. MA$75.0M · 0.32%
Sasaki Associates, Inc. MA$73.3M · 0.16%
Biontech US Inc. MA$71.6M · 0.20%
Bowditch & Dewey, LLP MA$70.2M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042689883 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.