Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Meketa Investment Group
Meketa Investment Group 401(k)
- Professional, scientific, and technical services
- Westwood, MA
- EIN 04-2659023
- 1 plan with Schedule H financials
- Plan year 2024
- Meketa Investment Group, Inc.
- SEC registrant Meketa Investment Group Inc
Administrative expenses excluding investment management, per participant · Meketa Investment Group, Inc. Profit Sharing Plan · plan year 2024
$56.43
Higher than 28% of the 8,758 plans $50 to 250M that report it.
Source
= $18,790 / 333
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014132523NAL0001415891001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014132523NAL0001415891001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Cost and contributions
Administrative expenses per participant
$56.43
Higher than 19% of the 9,042 plans $50 to 250M that report it.
Source
= $18,790 / 333
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014132523NAL0001415891001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014132523NAL0001415891001, received 2025-10-14
Administrative expenses as a share of assets
0.033%
Higher than 14% of the 9,049 plans $50 to 250M that report it.
Source
= $18,790 / $56,273,484
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014132523NAL0001415891001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014132523NAL0001415891001, received 2025-10-14
Employer contributions per participant
$6,043
Higher than 83% of the 9,105 plans $50 to 250M that report it.
Source
= $2,012,439 / 333
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014132523NAL0001415891001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014132523NAL0001415891001, received 2025-10-14
Employer share of total contributions
32.9%
Higher than 61% of the 9,112 plans $50 to 250M that report it.
Source
= $2,012,439 / $6,119,301
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014132523NAL0001415891001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014132523NAL0001415891001, received 2025-10-14
Plan terms, as stated in Meketa Investment Group, Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2A age/service-weighted · 2E profit-sharing · 2H partially participant-directed · 2J 401(k) feature · 2F ERISA 404(c) plan · 2S pre-approved plan document · 2R participant brokerage window · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014132523NAL0001415891001, received 2025-10-14
Full record, Meketa Investment Group, Inc. Profit Sharing Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | MEKETA INVESTMENT GROUP, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Plan name | MEKETA INVESTMENT GROUP, INC. PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Sponsor EIN / plan number | 04-2659023 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Sponsor location | WESTWOOD, MA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Industry (business code) | 541990, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Participants, beginning of year | 342 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Active participants | 248 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Participants, end of year | 337 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Participants with an account balance | 333 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Total assets, beginning of year | $47,882,521 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Total assets, end of year | $56,273,484 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Net assets, end of year | $55,836,648 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Total income | $11,319,196 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Net income | $8,104,344 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Employer contributions | $2,012,439 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Participant contributions | $3,303,381 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $803,481 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Total contributions | $6,119,301 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Benefit payments | $3,196,062 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $3,214,852 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Total administrative expenses | $18,790 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Contract administrator fees | $18,790 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Administrative expenses excluding investment management | $18,790 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Held in common/collective trusts | $25,726,922 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Held in mutual funds | $25,507,666 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014132523NAL0001415891001, received 2025-10-14 |
| Independent auditor | GRAY, GRAY & GRAY LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014132523NAL0001415891001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014132523NAL0001415891001, received 2025-10-14.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUPrecordkeeper | NONE | 12 Claims processing; 15 Recordkeeping and information management; 18 Custodial (other than securities); 50 Direct payment from the plan | $18,715 | yes |
| RELIANCE | NONE | 19 Custodial (securities); 59 Shareholder servicing fees | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014132523NAL0001415891001, received 2025-10-14.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $47,882,521 | $56,273,484 | 17.5% |
| Participants with a balance | 335 | 333 | -0.6% |
| Administrative expenses | $17,952 | $18,790 | 4.7% |
| Recordkeeping fees per participant | $53.59 | not reported | |
| Employer contributions | $1,836,991 | $2,012,439 | 9.6% |
Prior filing 20241007132902NAL0016142833001, received 2024-10-07; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: MEKETA INVESTMENT GROUP, INC.; SEC registrant: MEKETA INVESTMENT GROUP INC /ADV (CIK 310436, matched by EIN).