Plan Ledger DOL Form 5500 · updated monthly

Mark G. Anderson Consultants, Inc.401(k)

MARK G. ANDERSON CONSULTANTS, INC. 401K PROFIT SHARING PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Mark G. Anderson Consultants, Inc. reported $98,448 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $11,160 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 0.146%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 118th-largest of 618 plans among District of Columbia employers on file, and the 2,048th of 11,654 in professional & technical services. In 2024, employees put in $1.08 for every $1.00 the employer contributed; active participation has grown from 174 to 226 since 2022.

Plan summary
Net assets, end of year$70,797,756
Participants with balances330
Active participants226
Employer contributions$2,522,131
Employee contributions$2,733,107
Employer contribution per active participant$11,160
Average account balance$214,539
Benefits paid to participants$7,575,107
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$70.8M · 330 accts · $2.5M emplr
2023$63.7M · 302 accts · $3.6M emplr
2022$49.8M · 279 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$98,448
Total administrative$98,448
The Mark G. Anderson Consultants, Inc. 401(k) match · 2024
Employer contribution per active participant$11,160
Median for plans this size$3,635
2024$11,160 per active participant
2023$16,978 per active participant
2022$13,879 per active participant

Mark G. Anderson Consultants, Inc.'s 2024 employer contribution ran above the $3,635 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
CHERRY BEKAERT ADVISORY LLC · Contract administrator$37,800
NORTHWESTERN MUTUAL · Investment advisory (plan)$36,000
CAPITAL GROUP RETIREMENT PLAN$25,823

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

Administrative cost history3
2024$98,448 · 0.15%
2023$88,863 · 0.16%
2022$81,017 · 0.15%
Same employer
Similar plansProfessional & Technical Services · District of Columbia
Chemonics Holdings, Inc. DC$88.4M · 0.00%
Van Ness Feldman, LLP DC$85.3M · 0.02%
Keller and Heckman LLP DC$84.6M · 0.11%
Hwg LLP DC$72.2M · 0.01%
American Gas Association DC$61.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521973716 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.