Plan Ledger DOL Form 5500 · updated monthly

Macinnis Group, LLC401(k)

MACINNIS GROUP, LLC 401(K) PLAN · ROARING SPRINGS, PA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Macinnis Group, LLC reported $44,303 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $3,779 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 3 years on file its reported administrative ratio has held roughly steady near 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (2,240th of 3,651), and 8,560th of 13,661 in manufacturing. In 2024, the employer put in $1.16 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$10,497,781
Participants with balances156
Active participants129
Employer contributions$487,464
Employee contributions$420,411
Employer contribution per active participant$3,779
Average account balance$67,293
Benefits paid to participants$397,206
Plan auditUnmodified (clean) audit opinion
AuditorPETERSON ACCOUNTING GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$10.5M · 156 accts · $487K emplr
2023$8.7M · 152 accts · $576K emplr
2022$6.8M · 149 accts · $454K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,599
Investment management$20,704
Total administrative$44,303
The Macinnis Group, LLC 401(k) match · 2024
Employer contribution per active participant$3,779
Median for plans this size$1,313
2024$3,779 per active participant
2023$4,464 per active participant
2022$3,688 per active participant

Macinnis Group, LLC's 2024 employer contribution ran above the $1,313 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.

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
CBIZ FINANCIAL SOLUTIONS · Investment advisory (plan)$23,158
PA RETIREMENT SOLUTIONS · Contract administrator$8,280
EMPOWER ADVISORY GROUP, LLC · Investment management$3,067

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$44,303 · 0.46%
2023$40,526 · 0.52%
2022$45,150 · 0.48%
Same employer
Similar plansManufacturing · Pennsylvania
Trion Industries, Inc PA$10.9M · 0.49%
Delgrosso Foods, Inc. PA$10.8M · 0.47%
Maple Donuts, Inc. PA$10.6M · 0.50%
Crescent Industries, Inc. PA$10.5M · 0.66%
F.C. Young and Co., Inc. PA$10.4M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465276824 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.