Plan Ledger DOL Form 5500 · updated monthly

Maury Donnelly & Parr, Inc.401(k)

MAURY DONNELLY & PARR, INC. PROFIT SHARING PLAN · BALTIMORE, MD · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Maury Donnelly & Parr, Inc. reported $35,294 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $3,448 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 0.43% to 0.21%. 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 674th-largest of 1,671 plans among Maryland employers on file, and 3,148th of 4,798 in finance & insurance. In 2024, employees put in $1.88 for every $1.00 the employer contributed; active participation has grown from 138 to 195 since 2022.

Plan summary
Net assets, end of year$19,017,627
Participants with balances153
Active participants195
Employer contributions$672,378
Employee contributions$1,263,796
Employer contribution per active participant$3,448
Average account balance$124,298
Benefits paid to participants$157,484
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.0M · 153 accts · $672K emplr
2023$14.2M · 126 accts · $551K emplr
2022$10.3M · 112 accts · $442K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,790
Investment management$33,504
Total administrative$35,294
The Maury Donnelly & Parr, Inc. 401(k) match · 2024
Employer contribution per active participant$3,448
Median for plans this size$2,416
2024$3,448 per active participant
2023$3,317 per active participant
2022$3,205 per active participant

Maury Donnelly & Parr, Inc.'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 · 20241
RBC WEALTH MANAGEMENT · Investment advisory (participants) · Investment advisory (plan)$33,504

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$35,294 · 0.21%
2023$47,588 · 0.39%
2022$54,411 · 0.43%
Same employer
Similar plansFinance & Insurance · Maryland
Facet Wealth, Inc. MD$21.1M · 0.10%
The Bank of Glen Burnie MD$20.2M · 0.37%
Point Breeze Credit Union MD$17.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520406630 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.