The Brattle Group, Inc. 401(k) Plan: Login, Facts & Contact Information

The Brattle Group, Inc. 401(k) Plan Facts

Plan name
THE BRATTLE GROUP, INC. PROFIT SHARING RETIREMENT PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE BRATTLE GROUP, INC.
Participants
718 (388 active employees)
Former employees with a balance
323
Plan assets
$183,224,199 at Dec 31, 2024
Average account balance
$256,976 across 713 accounts
Employer contributions
$5,016,036 in plan year 2024 (48% of all contributions)
Recordkeeper
The Vanguard Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1991
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 6, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $10.4 million went into the plan in contributions, $5.02 million of it from the employer (48%).
  • $6.26 million was paid out to participants.
  • Investment and other income added $22.1 million.
  • Administrative expenses were $122,838, about $172 per account.

How the The Brattle Group, Inc. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019561$111.8 million$3.11 million$5.70 million
2020589$129.4 million$3.17 million$4.90 million
2021635$152.0 million$3.92 million$3.75 million
2022667$133.3 million$3.96 million$4.82 million
2023731$157.0 million$4.53 million$8.97 million
2024718$183.2 million$5.02 million$6.26 million

The Brattle Group, Inc. 401(k) Contact Information

Phone
617-864-7900
Mailing address
ONE BEACON STREET SUITE 2600, BOSTON MA 02108
Plan sponsor
THE BRATTLE GROUP, INC.
Employer identification number (EIN)
04-3254813
Plan number
001

Questions about the The Brattle Group, Inc. 401(k)

Does The Brattle Group, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $5.02 million, 48% of all contributions.

Does the The Brattle Group, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the The Brattle Group, Inc 401(k) plan?

718 participants at the start of plan year 2024, 388 of them active employees, and 323 former employees who still had money in the plan.

What is the average 401(k) balance at The Brattle Group, Inc?

About $256,976 per account: $183.2 million in plan assets across 713 accounts with a balance at the end of plan year 2024.

Who manages the The Brattle Group, Inc 401(k) accounts?

Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Brattle Group, Inc. How do I access my 401(k)?

Your account stays with Vanguard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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