Plan Ledger DOL Form 5500 · updated monthly

McAngus Goudelock & Courie, LLC401(k)

MCANGUS GOUDELOCK & COURIE, LLC 401(K) PROFIT SHARING PLAN · COLUMBIA, SC · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

McAngus Goudelock & Courie, LLC reported $224,595 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $2,945 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 0.20% to 0.22%. 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 54th-largest of 807 plans among South Carolina employers on file, and the 1,367th of 11,654 in professional & technical services. In 2024, employees put in $2.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$111,067,332
Participants with balances1,005
Active participants764
Employer contributions$2,250,000
Employee contributions$4,844,525
Employer contribution per active participant$2,945
Average account balance$110,515
Benefits paid to participants$5,379,454
Plan auditUnmodified (clean) audit opinion
AuditorBAUKNIGHT, PIETRAS, & STORMER, P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$111.1M · 1,005 accts · $2.3M emplr
2023$94.2M · 943 accts · $1.3M emplr
2022$79.2M · 877 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$153,813
Investment management$70,282
Trustee / custodial$500
Total administrative$224,595
The McAngus Goudelock & Courie, LLC 401(k) match · 2024
Employer contribution per active participant$2,945
Median for plans this size$3,635
2024$2,945 per active participant
2023$1,829 per active participant
2022$1,679 per active participant

McAngus Goudelock & Courie, LLC's 2024 employer contribution ran below the $3,635 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
NWPS · Recordkeeping$153,813
JANNEY MONTGOMERY SCOTT LLC · Investment advisory (participants)$70,282

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

Recordkeeper by year2
2024NWPS
2023NWPS

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

Administrative cost history3
2024$224,595 · 0.22%
2023$148,060 · 0.17%
2022$168,988 · 0.20%
Same employer
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Elliott Davis, LLC SC$145.5M · 0.02%
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Motley Rice LLC SC$118.8M · 0.03%
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Source: U.S. Department of Labor, Form 5500 series, EIN 571016548 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.