Plan Ledger DOL Form 5500 · updated monthly

Macro-Pro, Inc.401(k)

MACRO-PRO, INC. 401(K) PLAN · LONG BEACH, CA · plan year 2025

Reported admin expense ratio · 2025
0.18%

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

Macro-Pro, Inc. reported $44,010 in plan administrative expenses for 2025: 0.18% of average plan assets, below the peer median. Employer contributions averaged $4,069 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 rose from 0.11% to 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,915th-largest of 9,483 plans among California employers on file, and the 4,514th of 11,654 in professional & technical services. In 2025, employees put in $1.98 for every $1.00 the employer contributed; active participation has grown from 118 to 149 since 2022.

Plan summary
Net assets, end of year$26,843,688
Participants with balances171
Active participants149
Employer contributions$606,354
Employee contributions$1,201,379
Employer contribution per active participant$4,069
Average account balance$156,981
Benefits paid to participants$481,275
Plan auditUnmodified (clean) audit opinion
AuditorOZUROVICH & ASSOCIATES
Plan history4
Yearassets · accounts · employer contribution
2025$26.8M · 171 accts · $606K emplr
2024$22.2M · 161 accts · $575K emplr
2023$18.7M · 159 accts · $546K emplr
2022$15.4M · 140 accts · $416K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$625
Investment management$43,385
Total administrative$44,010
The Macro-Pro, Inc. 401(k) match · 2025
Employer contribution per active participant$4,069
Median for plans this size$2,666
2025$4,069 per active participant
2024$4,018 per active participant
2023$3,988 per active participant
2022$3,524 per active participant

Macro-Pro, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
CREATIVE PLANNING HOLDCO LLC · Investment advisory (plan)$40,707

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

Administrative cost history4
2025$44,010 · 0.18%
2024$23,909 · 0.12%
2023$19,683 · 0.12%
2022$17,553 · 0.11%
Similar plansProfessional & Technical Services · California
Rrm Design Group CA$27.0M · 0.38%
Rios, Inc. CA$26.9M · 0.41%
Retool, Inc. CA$26.9M · 0.27%
Kbkg, Inc. CA$26.8M · 0.34%
Delta Computer Consulting CA$26.7M · 0.28%
Cloudbees, Inc. CA$26.7M · 0.18%
Epsilon C5I, Inc. CA$26.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330387596 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.