Plan Ledger DOL Form 5500 · updated monthly

Macias Gini & O'Connell LLP401(k)

MACIAS GINI & O'CONNELL LLP 401(K) PROFIT SHARING PLAN · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Macias Gini & O'Connell LLP reported $94,001 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $3,368 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 0.15% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,595th-largest of 9,483 plans among California employers on file, and the 2,470th of 11,654 in professional & technical services. In 2024, employees put in $3.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$57,063,475
Participants with balances694
Active participants462
Employer contributions$1,555,986
Employee contributions$4,758,959
Employer contribution per active participant$3,368
Average account balance$82,224
Benefits paid to participants$5,438,830
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$57.1M · 694 accts · $1.6M emplr
2023$46.7M · 716 accts · $942K emplr
2022$35.1M · 628 accts · $726K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,735
Investment management$24,266
Total administrative$94,001
The Macias Gini & O'Connell LLP 401(k) match · 2024
Employer contribution per active participant$3,368
Median for plans this size$3,635
2024$3,368 per active participant
2023$1,946 per active participant
2022$1,669 per active participant

Macias Gini & O'Connell LLP's 2024 employer contribution ran below the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$69,735
CREATIVE PLANNING LLC · Investment advisory (plan)$24,266

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

Administrative cost history3
2024$94,001 · 0.18%
2023$61,143 · 0.15%
2022$54,295 · 0.15%
Same employer
Similar plansProfessional & Technical Services · California
Jams, Inc. CA$58.3M · 0.08%
Mirati Therapeutics, Inc. CA$58.1M · 0.17%
Altos Labs, Inc. CA$57.2M · 0.10%
Adenza, Inc. CA$56.9M · 0.20%
Lacework, Inc. CA$56.7M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680300457 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.