Plan Ledger DOL Form 5500 · updated monthly

Bose McKinney & Evans LLP401(k)

BOSE MCKINNEY & EVANS RETIREMENT PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Bose McKinney & Evans LLP reported $66,890 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $18,492 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 0.10% to 0.05%. 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 108th-largest of 1,562 plans among Indiana employers on file, and the 1,094th of 11,654 in professional & technical services. In 2024, the employer put in $1.28 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$141,396,197
Participants with balances215
Active participants175
Employer contributions$3,236,027
Employee contributions$2,536,913
Employer contribution per active participant$18,492
Average account balance$657,657
Benefits paid to participants$7,659,880
Plan auditUnmodified (clean) audit opinion
AuditorBARNES, DENNIG & CO., LTD.
Plan history3
Yearassets · accounts · employer contribution
2024$141.4M · 215 accts · $3.2M emplr
2023$124.0M · 216 accts · $3.2M emplr
2022$112.7M · 226 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,292
Investment management$1,598
Audit (IQPA)$21,000
Total administrative$66,890
The Bose McKinney & Evans LLP 401(k) match · 2024
Employer contribution per active participant$18,492
Median for plans this size$3,635
2024$18,492 per active participant
2023$18,798 per active participant
2022$15,947 per active participant

Bose McKinney & Evans LLP'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 · 20242
JOHN HANCOCK · Recordkeeping · Investment management$45,891
GREENWALT CPAS, INC. · Accounting / audit$21,000

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$66,890 · 0.05%
2023$55,197 · 0.05%
2022$136,599 · 0.10%
Same employer
Similar plansProfessional & Technical Services · Indiana
Press Ganey Associates LLC IN$238.7M · 0.16%
Commissioning Agents Inc IN$175.8M · 0.09%
Inotiv, Inc. IN$118.1M · 0.22%
Blue & Co., LLC IN$114.6M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 350957980 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.