Plan Ledger DOL Form 5500 · updated monthly

Makovicka-Harms Group, P.C.401(k)

MAKOVICKA-HARMS GROUP, P.C. 401(K) PROFIT SHARING PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
1.00%

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

Makovicka-Harms Group, P.C. reported $62,926 in plan administrative expenses for 2024: 1.00% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,763 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 has held roughly steady near 1.00%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Nebraska (420th of 565), and 6,825th of 11,911 in health care & social assistance. In 2024, employees put in $1.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,088,752
Participants with balances129
Active participants141
Employer contributions$248,603
Employee contributions$495,024
Employer contribution per active participant$1,763
Average account balance$54,952
Benefits paid to participants$310,363
Plan auditUnmodified (clean) audit opinion
AuditorSP GROUP, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 129 accts · $249K emplr
2023$5.5M · 121 accts · $237K emplr
2022$4.1M · 129 accts · $217K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,926
Total administrative$62,926
The Makovicka-Harms Group, P.C. 401(k) match · 2024
Employer contribution per active participant$1,763
Median for plans this size$1,313
2024$1,763 per active participant
2023$1,692 per active participant
2022$1,629 per active participant

Makovicka-Harms Group, P.C.'s 2024 employer contribution ran above the $1,313 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
FUTUREPLAN BY ASCENSUS · Recordkeeping$1,130
LINCOLN NATIONAL CORPORATION · Contract administrator$61,796

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$62,926 · 1.00%
2023$50,252 · 1.05%
2022$42,410 · 0.99%
Same employer
Similar plansHealth Care & Social Assistance · Nebraska
Titan Medical Group, LLC NE$8.0M · 0.87%
Risemark Holdings, LLC NE$7.1M · 0.49%
Goodwill Industries, Inc. NE$6.7M · 0.93%
Omni Behavioral Health NE$6.5M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264283460 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.