Plan Ledger DOL Form 5500 · updated monthly

Maillie LLP401(k)

MAILLIE LLP 401(K) PROFIT SHARING PLAN & TRUST · ROYERSFORD, PA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Maillie LLP reported $5,490 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,887 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 0.017% to 0.019%. 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 1,166th-largest of 3,651 plans among Pennsylvania employers on file, and the 4,127th of 11,654 in professional & technical services. In 2024, employees put in $2.36 for every $1.00 the employer contributed; active participation has grown from 80 to 96 since 2022.

Plan summary
Net assets, end of year$30,418,105
Participants with balances121
Active participants96
Employer contributions$469,107
Employee contributions$1,104,809
Employer contribution per active participant$4,887
Average account balance$251,389
Benefits paid to participants$850,841
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.4M · 121 accts · $469K emplr
2023$26.3M · 109 accts · $405K emplr
2022$23.9M · 105 accts · $671K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,630
Trustee / custodial$860
Total administrative$5,490
The Maillie LLP 401(k) match · 2024
Employer contribution per active participant$4,887
Median for plans this size$2,416
2024$4,887 per active participant
2023$4,605 per active participant
2022$8,384 per active participant

Maillie LLP'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.

Administrative cost history3
2024$5,490 · 0.02%
2023$9,166 · 0.04%
2022$4,508 · 0.02%
Similar plansProfessional & Technical Services · Pennsylvania
Kiavi, Inc. PA$31.3M · 0.21%
The Horst Group, Inc. PA$31.0M · 0.43%
Definiti LLC PA$30.7M · 0.22%
Comoto Holdings, LLC PA$30.6M · 0.55%
Clinchoice Inc. PA$29.0M · 0.46%
Elemica, Inc. PA$28.6M · 0.32%
Medlogix, LLC PA$27.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231518888 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.