Plan Ledger DOL Form 5500 · updated monthly

McGrath North Mullin & Kratz, PC Llo401(k)

MCGRATH NORTH MULLIN & KRATZ, PC LLO PROFIT SHARING / 401(K) PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

McGrath North Mullin & Kratz, PC Llo reported $49,169 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,533 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 0.08% to 0.06%. 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 74th-largest of 565 plans among Nebraska employers on file, and the 1,673rd of 11,654 in professional & technical services. In 2024, the employer put in $1.08 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$89,405,800
Participants with balances130
Active participants113
Employer contributions$1,303,254
Employee contributions$1,210,188
Employer contribution per active participant$11,533
Average account balance$687,737
Benefits paid to participants$4,815,060
Plan auditUnmodified (clean) audit opinion
AuditorFRANKEL, CPA
Plan history3
Yearassets · accounts · employer contribution
2024$89.4M · 130 accts · $1.3M emplr
2023$79.8M · 134 accts · $1.3M emplr
2022$67.7M · 130 accts · $1.2M emplr
The McGrath North Mullin & Kratz, PC Llo 401(k) match · 2024
Employer contribution per active participant$11,533
Median for plans this size$3,635
2024$11,533 per active participant
2023$11,205 per active participant
2022$10,379 per active participant

McGrath North Mullin & Kratz, PC Llo's 2024 employer contribution ran above the $3,635 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
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$19,169
USI ADVISORS INC · Investment advisory (plan)$30,000
AVIOR WEALTH MANAGEMENT LLC$10,748

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$49,169 · 0.06%
2023$59,248 · 0.08%
2022$62,139 · 0.08%
Same employer
Similar plansProfessional & Technical Services · Nebraska
Oei, Inc. NE$276.6M · 0.14%
Gallup, Inc. NE$263.1M · 0.10%
Leo a Daly Company NE$172.6M · 0.11%
Baird Holm LLP NE$109.5M · 0.21%
Cassling NE$78.5M · 0.14%
Celerion, Inc. NE$68.0M · 0.23%
Koley Jessen P.C., L.L.O. NE$62.0M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470551221 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.