Plan Ledger DOL Form 5500 · updated monthly

McChrystal Group LLC401(k)

MCCHRYSTAL GROUP LLC 401(K) PROFIT SHARING PLAN · ALEXANDRIA, VA · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

McChrystal Group LLC reported $67,436 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $7,392 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 0.59% to 0.53%. 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 among the smaller plans on file in Virginia (1,280th of 2,266), and 7,054th of 11,654 in professional & technical services. In 2024, employees put in $2.29 for every $1.00 the employer contributed; active participation has shrunk from 96 to 80 since 2022.

Plan summary
Net assets, end of year$13,152,001
Participants with balances108
Active participants80
Employer contributions$591,377
Employee contributions$1,351,959
Employer contribution per active participant$7,392
Average account balance$121,778
Benefits paid to participants$2,304,306
Plan auditUnmodified (clean) audit opinion
AuditorRYAN & WETMORE, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$13.2M · 108 accts · $591K emplr
2023$12.1M · 117 accts · $636K emplr
2022$8.5M · 124 accts · $520K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,437
Investment management$53,999
Total administrative$67,436
The McChrystal Group LLC 401(k) match · 2024
Employer contribution per active participant$7,392
Median for plans this size$2,416
2024$7,392 per active participant
2023$6,233 per active participant
2022$5,412 per active participant

McChrystal Group LLC'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 · 20242
UBS FINANCIAL SERVICES · Investment advisory (plan)$53,997
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$13,437

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$67,436 · 0.53%
2023$31,540 · 0.31%
2022$50,391 · 0.59%
Similar plansProfessional & Technical Services · Virginia
Interimage, Inc. VA$13.2M · 0.66%
Bluesight, Inc. VA$13.2M · 0.36%
Edgesource Corporation VA$13.0M · 0.40%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 273760619 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.