Plan Ledger DOL Form 5500 · updated monthly

Wolf, Greenfield & Sacks, P.C.401(k)

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

Reported admin expense ratio · 2024
0.13%

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

Wolf, Greenfield & Sacks, P.C. reported $258,380 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $11,290 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 0.11% to 0.13%. 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 246th-largest of 2,726 plans among Massachusetts employers on file, and the 762nd of 11,654 in professional & technical services. In 2024, employees put in $1.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$213,187,215
Participants with balances595
Active participants438
Employer contributions$4,945,057
Employee contributions$6,301,108
Employer contribution per active participant$11,290
Average account balance$358,298
Benefits paid to participants$6,722,405
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$213.2M · 595 accts · $4.9M emplr
2023$180.2M · 574 accts · $4.6M emplr
2022$147.2M · 525 accts · $4.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75,021
Investment management$162,359
Audit (IQPA)$21,000
Total administrative$258,380
The Wolf, Greenfield & Sacks, P.C. 401(k) match · 2024
Employer contribution per active participant$11,290
Median for plans this size$3,635
2024$11,290 per active participant
2023$10,560 per active participant
2022$9,779 per active participant

Wolf, Greenfield & Sacks, P.C.'s 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
JOHN HANCOCK RETIREMENT PLAN SRVS · Recordkeeping · Loan processing$105,962
FIDUCIENT ADVISORS · Investment advisory (plan)$124,918
CBIZ CPAS P.C. · Accounting / audit$21,000
MMA SECURITIES LLC · Investment advisory (plan)$6,500

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$258,380 · 0.13%
2023$162,160 · 0.10%
2022$169,737 · 0.11%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Monster Worldwide Inc. MA$223.3M · 0.11%
Eastern Research Group, Inc. MA$217.6M · 0.14%
Enel North America, Inc. MA$214.6M · 0.14%
Abiomed, Inc. MA$210.6M · 0.09%
Goto Technologies USA, Inc. MA$196.0M · 0.13%
Galaxy US Opco Inc. MA$193.6M · 0.03%
Lek Consulting LLC MA$190.2M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042613631 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.