Plan Ledger DOL Form 5500 · updated monthly

Brock & Scott PLLC401(k)

BROCK & SCOTT PLLC 401(K) PROFIT SHARING PLAN & TRUST · WINSTON SALEM, NC · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Brock & Scott PLLC reported $100,665 in plan administrative expenses for 2024: 0.74% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,198 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 3 years on file its reported administrative ratio has held roughly steady near 0.74%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 861st-largest of 2,005 plans among North Carolina employers on file, and 6,470th of 11,654 in professional & technical services. In 2024, employees put in $2.67 for every $1.00 the employer contributed; active participation has grown from 440 to 628 since 2022.

Plan summary
Net assets, end of year$15,442,669
Participants with balances534
Active participants628
Employer contributions$752,586
Employee contributions$2,010,853
Employer contribution per active participant$1,198
Average account balance$28,919
Benefits paid to participants$1,281,831
Plan auditUnmodified (clean) audit opinion
AuditorBERNARD ROBINSON & COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$15.4M · 534 accts · $753K emplr
2023$11.8M · 463 accts · $568K emplr
2022$7.7M · 494 accts · $449K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,546
Investment management$60,259
Trustee / custodial$860
Total administrative$100,665
The Brock & Scott PLLC 401(k) match · 2024
Employer contribution per active participant$1,198
Median for plans this size$2,416
2024$1,198 per active participant
2023$1,143 per active participant
2022$1,020 per active participant

Brock & Scott PLLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20243
PAYCHEX, INC. · Recordkeeping$39,030
TRUIST ADVISORY SERVICES, INC. · Investment advisory (participants)$53,515
MESIROW · Investment advisory (plan)$6,744

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

Recordkeeper by year2
2024Paychex
2023Paychex, TRUIST ADVISORY SERVICES, INC.

This plan has changed recordkeepers within these filings. If you left Brock & Scott PLLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$100,665 · 0.74%
2023$72,691 · 0.75%
2022$57,519 · 0.75%
Same employer
Similar plansProfessional & Technical Services · North Carolina
Cr Legal Team, LLP NC$15.9M · 0.05%
Agbiome, Inc. NC$15.7M · 0.38%
Ecr Software Corporation NC$15.6M · 0.02%
Wray Ward, LLC NC$15.1M · 0.17%
Strawbridge Studios, Inc. NC$15.0M · 0.78%
Stewart Engineering Inc. NC$14.8M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562107459 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.