Plan Ledger DOL Form 5500 · updated monthly

McKinstry Co. LLC401(k)

MCKINSTRY CO. PROFIT SHARING AND 401(K) PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

McKinstry Co. LLC reported $230,434 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $5,831 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 0.11% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 91st-largest of 1,714 plans among Washington employers on file, and the 265th of 5,337 in construction. In 2024, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$251,617,481
Participants with balances1,923
Active participants1,392
Employer contributions$8,116,185
Employee contributions$15,892,954
Employer contribution per active participant$5,831
Average account balance$130,846
Benefits paid to participants$18,881,125
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$251.6M · 1,923 accts · $8.1M emplr
2023$214.6M · 1,785 accts · $6.0M emplr
2022$174.8M · 1,669 accts · $5.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$117,582
Investment management$112,787
Total administrative$230,434
The McKinstry Co. LLC 401(k) match · 2024
Employer contribution per active participant$5,831
Median for plans this size$3,635
2024$5,831 per active participant
2023$4,555 per active participant
2022$4,156 per active participant

McKinstry Co. LLC's 2024 employer contribution ran above 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 · 20244
MILLIMAN · Recordkeeping · Pension consulting$117,581
PACIFIC PORTFOLIO CONSULTING, LLC · Investment advisory (plan)$112,787
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee$4
CHARLES SCHWAB & CO., INC. · Custodial (securities) · Trustee (directed)indirect comp

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

Recordkeeper by year2
2024Milliman
2023Milliman

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

Administrative cost history3
2024$230,434 · 0.10%
2023$196,880 · 0.10%
2022$206,408 · 0.11%
Same employer
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Goodfellow Civil Corp. WA$174.2M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204030425 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.