Plan Ledger DOL Form 5500 · updated monthly

M & J Management Corporation401(k)

M & J MANAGEMENT GROUP EMPLOYEES 401(K) PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.58%

M & J Management Corporation reported $30,322 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. 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 0.64% to 0.58%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,842nd of 3,651), and 3,661st of 5,215 in retail trade.

Plan summary
Net assets, end of year$5,361,332
Participants with balances159
Active participants477
Employer contributions—
Employee contributions$230,804
Employer contribution per active participant—
Average account balance$33,719
Benefits paid to participants$614,857
Plan auditUnmodified (clean) audit opinion
AuditorH2R CPA
Plan history3
Yearassets · accounts · employer contribution
2024$5.4M · 159 accts
2023$5.2M · 182 accts
2022$4.6M · 200 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,293
Total administrative$30,322
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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$29,499
FIRST NATIONAL TRUST COMPANY · Pension consulting · Investment advisory (plan)$21,027

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

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left M & J Management Corporation 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$30,322 · 0.58%
2023$48,659 · 1.00%
2022$32,736 · 0.64%
Similar plansRetail Trade · Pennsylvania
Med-Fast Pharmacy, Inc. PA$5.5M · 0.29%
Cl Cressler, Inc. PA$5.5M · 0.60%
York Auto Group, Inc. PA$5.3M · 0.49%
Wbq USA, LLC PA$5.2M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251200758 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.