McCarthy & Holthus, LLP401(k)
MCCARTHY & HOLTHUS, LLP 401(K) RETIREMENT PLAN · SAN DIEGO, CA · plan year 2024
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
McCarthy & Holthus, LLP reported $14,099 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $443 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 0.07% to 0.08%. 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 3,743rd-largest of 9,483 plans among California employers on file, and the 5,707th of 11,654 in professional & technical services. In 2024, employees put in $6.96 for every $1.00 the employer contributed.
McCarthy & Holthus, LLP's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 330840381 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.