Plan Ledger DOL Form 5500 · updated monthly

McCandlish Holton, PC401(k)

MCCANDLISH HOLTON, PC 401(K) PROFIT-SHARING PLAN · RICHMOND, VA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

McCandlish Holton, PC reported $30,524 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $4,501 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 0.11% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 850th-largest of 2,266 plans among Virginia employers on file, and the 4,739th of 11,654 in professional & technical services. In 2024, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,079,287
Participants with balances105
Active participants77
Employer contributions$346,557
Employee contributions$623,745
Employer contribution per active participant$4,501
Average account balance$238,850
Benefits paid to participants$1,584,671
Plan auditUnmodified (clean) audit opinion
AuditorWELLSCOLEMAN
Plan history3
Yearassets · accounts · employer contribution
2024$25.1M · 105 accts · $347K emplr
2023$23.1M · 126 accts · $328K emplr
2022$19.2M · 118 accts · $318K emplr
Administrative expenses, itemized · 2024
Investment management$30,524
Total administrative$30,524
The McCandlish Holton, PC 401(k) match · 2024
Employer contribution per active participant$4,501
Median for plans this size$2,416
2024$4,501 per active participant
2023$3,861 per active participant
2022$4,081 per active participant

McCandlish Holton, PC's 2024 employer contribution ran above the $2,416 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
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$25,227
EMPOWER ADVISORY GROUP, LLC · Investment management$5,297

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$30,524 · 0.13%
2023$26,601 · 0.13%
2022$21,741 · 0.11%
Similar plansProfessional & Technical Services · Virginia
Zel Technologies, LLC VA$25.4M · 0.17%
Kalman & Company Inc. VA$25.4M · 0.26%
Dt Global LLC dba Dt Global VA$25.2M · 0.60%
Tantus Technologies, Inc. VA$25.1M · 0.25%
Sfcs Inc. VA$25.0M · 0.05%
Ideagen, Incorporated VA$25.0M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541152845 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.