Plan Ledger DOL Form 5500 · updated monthly

Maccall Management, LLC401(k)

MACCALL MANAGEMENT, LLC 401(K) RETIREMENT SAVINGS PLAN · SALT LAKE CITY, UT · plan year 2024

Reported admin expense ratio · 2024
0.72%

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

Maccall Management, LLC reported $14,934 in plan administrative expenses for 2024: 0.72% of average plan assets, above the peer median. Employer contributions averaged $862 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 has held roughly steady near 0.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Utah (733rd of 848), and 716th of 786 in management of companies. In 2024, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,285,935
Participants with balances167
Active participants152
Employer contributions$130,957
Employee contributions$200,150
Employer contribution per active participant$862
Average account balance$13,688
Benefits paid to participants$94,754
Plan auditUnmodified (clean) audit opinion
AuditorBANGERTER, LUND & ASSOCIATES
Plan history2
Yearassets · accounts · employer contribution
2024$2.3M · 167 accts · $131K emplr
2023$1.9M · 140 accts · $100K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,876
Investment management$8,058
Total administrative$14,934
The Maccall Management, LLC 401(k) match · 2024
Employer contribution per active participant$862
Median for plans this size$1,313
2024$862 per active participant
2023$765 per active participant

Maccall Management, LLC's 2024 employer contribution ran below the $1,313 median for plans its size. 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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$6,876
RESOURCES INVESTMENT ADVISORS, INC. · Consulting$8,058

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history2
2024$14,934 · 0.72%
2023$11,893 · 0.73%
Similar plansManagement of Companies · Utah
Pt&C Group LLC UT$22.8M · 0.56%
Crumbl Enterprises, LLC UT$5.0M · 0.07%
Hg Management, LLC UT$2.0M · 1.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870527225 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.