Plan Ledger DOL Form 5500 · updated monthly

Mahlum Architects, Inc.401(k)

MAHLUM ARCHITECTS, INC. RETIREMENT PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Mahlum Architects, Inc. reported $53,650 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $5,694 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 fell from 0.24% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 539th-largest of 1,714 plans among Washington employers on file, and the 4,245th of 11,654 in professional & technical services. In 2024, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,345,603
Participants with balances150
Active participants84
Employer contributions$478,280
Employee contributions$922,160
Employer contribution per active participant$5,694
Average account balance$195,637
Benefits paid to participants$454,101
Plan auditUnmodified (clean) audit opinion
AuditorVWC, PS
Plan history3
Yearassets · accounts · employer contribution
2024$29.3M · 150 accts · $478K emplr
2023$24.9M · 162 accts · $225K emplr
2022$21.0M · 156 accts · $213K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,561
Investment management$22,500
Trustee / custodial$8,589
Total administrative$53,650
The Mahlum Architects, Inc. 401(k) match · 2024
Employer contribution per active participant$5,694
Median for plans this size$2,416
2024$5,694 per active participant
2023$2,649 per active participant
2022$2,478 per active participant

Mahlum Architects, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
NWPS · Recordkeeping · Loan processing$22,561
UBS FINANCIAL SERVICES, INC. · Investment advisory (participants) · Investment advisory (plan)$22,500
MATRIX TRUST COMPANY · Custodial · Custodial (securities)$8,589

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

Recordkeeper by year2
2024NWPS
2023NWPS

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Administrative cost history3
2024$53,650 · 0.20%
2023$56,749 · 0.25%
2022$54,250 · 0.24%
Similar plansProfessional & Technical Services · Washington
Larson Gross P.L.L.C. WA$30.2M · 0.26%
Integrus Architecture, P.S. WA$29.7M · 0.35%
Pushpay USA, Inc. WA$29.0M · 0.90%
Oac Services WA$28.9M · 0.01%
Omniva LLC WA$28.7M · 0.22%
Maul Foster & Alongi, Inc. WA$28.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910939210 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.