Plan Ledger DOL Form 5500 · updated monthly

McMahon Associates, Inc.401(k)

MCMAHON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN · NEENAH, WI · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

McMahon Associates, Inc. reported $119,709 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $17,048 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 0.38% to 0.33%. 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 524th-largest of 1,936 plans among Wisconsin employers on file, and the 3,506th of 11,654 in professional & technical services. In 2024, the employer put in $3.11 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$37,208,978
Participants with balances126
Active participants115
Employer contributions$1,960,545
Employee contributions$630,641
Employer contribution per active participant$17,048
Average account balance$295,309
Benefits paid to participants$4,816,002
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$37.2M · 126 accts · $2.0M emplr
2023$34.9M · 128 accts · $1.9M emplr
2022$32.9M · 130 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,574
Investment management$101,588
Total administrative$119,709
The McMahon Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$17,048
Median for plans this size$2,416
2024$17,048 per active participant
2023$16,769 per active participant
2022$11,707 per active participant

McMahon Associates, Inc.'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
NFP RETIREMENT · Investment advisory (participants) · Investment advisory (plan)$110,412
RBC WEALTH MANAGEMENT · Investment advisory (participants) · Investment advisory (plan)$22,712

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$119,709 · 0.33%
2023$119,316 · 0.35%
2022$138,561 · 0.38%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Wts Paradigm, LLC WI$39.3M · 0.34%
Donohue & Associates Inc WI$39.2M · 0.16%
Ruekert & Mielke, Inc. WI$38.4M · 0.19%
Cma/Flodyne/Hydradyne, Inc. WI$37.8M · 0.38%
Kerberrose S.C. WI$37.1M · 0.03%
The Hiebing Group Inc WI$35.1M · 0.17%
Jones Sign Co., Inc. WI$35.1M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390735791 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.