Plan Ledger DOL Form 5500 · updated monthly

Holowicki Enterprises dba McDonalds401(k)

HOLOWICKI ENTERPRISES PROFIT SHARING PLAN · HILLIARD, OH · plan year 2024

Reported admin expense ratio · 2024
1.20%

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

Holowicki Enterprises dba McDonalds reported $47,630 in plan administrative expenses for 2024: 1.20% of average plan assets, higher than ~75% of peers. Employer contributions averaged $273 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 rose from 0.99% to 1.20%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Ohio (2,642nd of 3,295), and the 972nd of 2,240 in accommodation & food services. In 2024, employees put in $2.19 for every $1.00 the employer contributed; active participation has grown from 237 to 532 since 2022.

Plan summary
Net assets, end of year$4,314,221
Participants with balances134
Active participants532
Employer contributions$145,035
Employee contributions$317,659
Employer contribution per active participant$273
Average account balance$32,196
Benefits paid to participants$180,885
Plan auditUnmodified (clean) audit opinion
AuditorARY ROEPCKE MULCHAEY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 134 accts · $145K emplr
2023$3.6M · 137 accts · $145K emplr
2022$2.9M · 138 accts · $142K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,901
Investment management$20,529
Audit (IQPA)$9,200
Total administrative$47,630
The Holowicki Enterprises dba McDonalds 401(k) match · 2024
Employer contribution per active participant$273
Median for plans this size$1,313
2024$273 per active participant
2023$324 per active participant
2022$600 per active participant

Holowicki Enterprises dba McDonalds's 2024 employer contribution ran below the $1,313 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 · 20244
TRANSAMERICA LIFE INSURANCE CO. · Recordkeeping · Loan processing$16,701
CREATIVE RETIREMENT SYSTEMS, INC. · Recordkeeping · Loan processing$1,200
BUDROS RUHLIN & ROE INC · Investment advisory (plan)$20,529
ARY ROEPCKE MULCHAEY PC · Accounting / audit$9,200

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

Recordkeeper by year2
2024CREATIVE RETIREMENT SYSTEMS, INC., Transamerica
2023CREATIVE RETIREMENT SYSTEMS, INC., Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$47,630 · 1.20%
2023$32,050 · 0.99%
2022$29,449 · 0.99%
Similar plansAccommodation & Food Services · Ohio
Rda Management, Inc. OH$4.6M · 0.50%
Montgomery Inn, Inc. OH$4.5M · 0.52%
Shibley Management, Inc. OH$4.4M · 0.78%
Cassanos, Inc. OH$4.2M · 1.07%
3RD Gen Mojo, LLC OH$4.0M · 0.06%
Ulrey Foods, Inc. OH$3.7M · 1.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311177272 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.