Plan Ledger DOL Form 5500 · updated monthly

Mackie, Wolf, Zientz & Mann, P.C.401(k)

MACKIE WOLF ZIENTZ & MANN, P.C. 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Mackie, Wolf, Zientz & Mann, P.C. reported $8,994 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,173 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 0.03% to 0.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (3,341st of 5,688), and 8,570th of 11,654 in professional & technical services. In 2024, the employer put in $1.18 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$8,300,603
Participants with balances126
Active participants112
Employer contributions$579,342
Employee contributions$488,924
Employer contribution per active participant$5,173
Average account balance$65,878
Benefits paid to participants$664,947
Plan auditUnmodified (clean) audit opinion
AuditorHENRY & PETERS P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 126 accts · $579K emplr
2023$7.2M · 124 accts · $281K emplr
2022$5.7M · 136 accts · $257K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,336
Investment management$4,658
Total administrative$8,994
The Mackie, Wolf, Zientz & Mann, P.C. 401(k) match · 2024
Employer contribution per active participant$5,173
Median for plans this size$1,313
2024$5,173 per active participant
2023$2,758 per active participant
2022$2,401 per active participant

Mackie, Wolf, Zientz & Mann, P.C.'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 · 20242
MORGAN STANLEY · Investment advisory (plan)$4,658

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$8,994 · 0.12%
2023$5,727 · 0.09%
2022$1,895 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Texas
Hawk Consultants, LLC TX$8.6M · 0.48%
Archer Systems, LLC TX$8.4M · 1.00%
MKS2, LLC TX$8.3M · 0.51%
Entelligence, L.L.C. TX$8.3M · 0.53%
Centre Technologies, Inc. TX$8.3M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 651294150 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.