Plan Ledger DOL Form 5500 · updated monthly

Mainline Investment Partners, LLC401(k)

MAINLINE MERION 401(K) PLAN · WYNNEWOOD, PA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Mainline Investment Partners, LLC reported $37,405 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $3,019 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 0.08% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,514th-largest of 3,651 plans among Pennsylvania employers on file, and 3,013th of 4,798 in finance & insurance. In 2024, employees put in $2.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,494,200
Participants with balances188
Active participants111
Employer contributions$335,122
Employee contributions$731,971
Employer contribution per active participant$3,019
Average account balance$109,012
Benefits paid to participants$922,978
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.5M · 188 accts · $335K emplr
2023$17.4M · 207 accts · $343K emplr
2022$14.0M · 186 accts · $354K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,405
Total administrative$37,405
The Mainline Investment Partners, LLC 401(k) match · 2024
Employer contribution per active participant$3,019
Median for plans this size$2,416
2024$3,019 per active participant
2023$3,120 per active participant
2022$3,002 per active participant

Mainline Investment Partners, LLC's 2024 employer contribution ran above 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
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$12,355
FUTUREPLAN BY ASCENSUS · Plan administrator · Pension consulting$18,752

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$37,405 · 0.20%
2023$18,754 · 0.12%
2022$11,938 · 0.08%
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Source: U.S. Department of Labor, Form 5500 series, EIN 452845118 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.