Plan Ledger DOL Form 5500 · updated monthly

Harris, Mackessy & Brennan, Inc.401(k)

HARRIS, MACKESSY & BRENNAN 401(K) PLAN · WESTERVILLE, OH · plan year 2022

Reported admin expense ratio · 2022
0.48%

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

Harris, Mackessy & Brennan, Inc. reported $21,117 in plan administrative expenses for 2022: 0.48% of average plan assets, below the peer median. Employer contributions averaged $453 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Ohio (3,285th of 3,295), and 11,627th of 11,654 in professional & technical services. In 2022, employees put in $13.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,411
Participants with balances0
Active participants4
Employer contributions$1,813
Employee contributions$23,699
Employer contribution per active participant$453
Average account balance—
Benefits paid to participants$7,008,498
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$19,874
Investment management$1,243
Total administrative$21,117
The Harris, Mackessy & Brennan, Inc. 401(k) match · 2022
Employer contribution per active participant$453
Median for plans this size$1,114

Harris, Mackessy & Brennan, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$21,117 · 0.48%
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Source: U.S. Department of Labor, Form 5500 series, EIN 311410213 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.