Macfarlane Ferguson & McMullen, P. A.401(k)
MACFARLANE FERGUSON & MCMULLEN RETIREMENT SAVINGS PLAN · TAMPA, FL · plan year 2022
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
Macfarlane Ferguson & McMullen, P. A. reported $141,330 in plan administrative expenses for 2022: 0.44% of average plan assets, higher than ~75% of peers. Employer contributions averaged $6,337 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 868th-largest of 3,644 plans among Florida employers on file, and the 4,378th of 11,654 in professional & technical services. In 2022, the employer put in $1.59 for every $1.00 employees contributed themselves.
Macfarlane Ferguson & McMullen, P. A.'s 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top 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.
Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 593217235 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.