Plan Ledger DOL Form 5500 · updated monthly

Maclellan Integrated Services401(k)

MACLELLAN INTEGRATED SERVICES RETIREMENT PLAN · LEXINGTON, KY · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Maclellan Integrated Services reported $82,144 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $1,622 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 0.32% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 254th-largest of 871 plans among Kentucky employers on file, and the 904th of 3,341 in other services. In 2024, employees put in $1.42 for every $1.00 the employer contributed; active participation has shrunk from 1,458 to 1,067 since 2022.

Plan summary
Net assets, end of year$24,069,228
Participants with balances1,317
Active participants1,067
Employer contributions$1,730,902
Employee contributions$2,452,336
Employer contribution per active participant$1,622
Average account balance$18,276
Benefits paid to participants$3,960,336
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.1M · 1,317 accts · $1.7M emplr
2023$20.3M · 1,386 accts · $1.5M emplr
2022$15.0M · 1,361 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,825
Investment management$8,292
Total administrative$82,144
The Maclellan Integrated Services 401(k) match · 2024
Employer contribution per active participant$1,622
Median for plans this size$2,416
2024$1,622 per active participant
2023$1,415 per active participant
2022$852 per active participant

Maclellan Integrated Services's 2024 employer contribution ran below the $2,416 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$73,852
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,292

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$82,144 · 0.37%
2023$64,096 · 0.36%
2022$51,376 · 0.32%
Same employer
Similar plansOther Services · Kentucky
Disabled American Veterans KY$77.0M · 0.22%
Atlas Machine & Supply Inc. KY$29.4M · 0.40%
Community Action Council KY$22.3M · 0.03%
Shelbyville Laundry Inc. KY$19.8M · 0.64%
Sayre School KY$19.1M · 0.58%
Stc Management Group, LLC KY$19.0M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 382510037 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.