Plan Ledger DOL Form 5500 · updated monthly

McNair McLemore Middlebrooks & Co., LLC401(k)

MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN · MACON, GA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

McNair McLemore Middlebrooks & Co., LLC reported $69,737 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $2,760 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 0.24% to 0.14%. 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 460th-largest of 2,160 plans among Georgia employers on file, and the 2,737th of 11,654 in professional & technical services. In 2024, employees put in $4.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$50,535,007
Participants with balances145
Active participants109
Employer contributions$300,889
Employee contributions$1,310,441
Employer contribution per active participant$2,760
Average account balance$348,517
Benefits paid to participants$7,172,449
Plan auditUnmodified (clean) audit opinion
AuditorPUGH AND COMPANY, PC
Plan history3
Yearassets · accounts · employer contribution
2024$50.5M · 145 accts · $301K emplr
2023$47.9M · 144 accts · $288K emplr
2022$38.9M · 139 accts · $260K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,239
Investment management$54,498
Total administrative$69,737
The McNair McLemore Middlebrooks & Co., LLC 401(k) match · 2024
Employer contribution per active participant$2,760
Median for plans this size$2,416
2024$2,760 per active participant
2023$2,741 per active participant
2022$2,547 per active participant

McNair McLemore Middlebrooks & Co., LLC's 2024 employer contribution ran above the $2,416 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 · 20243
ASCENSUS LLC · Recordkeeping$15,239
CANNON FINANCIAL STRATEGISTS · Investment advisory (plan)$45,042
WELLS FARGO ADVISORS · Investment advisory (plan)$9,456

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$69,737 · 0.14%
2023$101,015 · 0.23%
2022$101,012 · 0.24%
Similar plansProfessional & Technical Services · Georgia
Miller Zell Inc. GA$51.1M · 0.03%
The Weather Company, LLC GA$51.0M · 0.21%
Tricentis USA Corp. GA$51.0M · 0.47%
Niit (USA), Inc. GA$48.5M · 0.24%
Symphona LLP GA$48.5M · 0.49%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 581094351 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.