Plan Ledger DOL Form 5500 · updated monthly

McNees Wallace & Nurick LLC401(k)

MCNEES WALLACE & NURICK SAVINGS PLAN · HARRISBURG, PA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

McNees Wallace & Nurick LLC reported $96,315 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $15,193 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 professional & technical services employers. By assets it is the 449th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,437th of 11,654 in professional & technical services. In 2024, the employer put in $1.15 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$105,458,392
Participants with balances275
Active participants207
Employer contributions$3,144,921
Employee contributions$2,746,200
Employer contribution per active participant$15,193
Average account balance$383,485
Benefits paid to participants$6,570,181
Plan auditUnmodified (clean) audit opinion
AuditorBOYER & RITTER CPA'S
Plan history3
Yearassets · accounts · employer contribution
2024$105.5M · 275 accts · $3.1M emplr
2023$93.6M · 262 accts · $2.9M emplr
2022$78.1M · 253 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,440
Investment management$77,875
Total administrative$96,315
The McNees Wallace & Nurick LLC 401(k) match · 2024
Employer contribution per active participant$15,193
Median for plans this size$3,635
2024$15,193 per active participant
2023$14,367 per active participant
2022$13,985 per active participant

McNees Wallace & Nurick LLC'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 · 20242
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$77,875
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$18,685

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$96,315 · 0.10%
2023$91,441 · 0.11%
2022$97,689 · 0.11%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Gai Consultants, Inc. PA$116.0M · 0.20%
Oem Sub F LLC PA$113.7M · 0.16%
Signant Health Global LLC PA$107.8M · 0.16%
Urban Engineers, Inc. PA$107.4M · 0.11%
Conrad M. Siegel, Inc. PA$103.2M · 0.01%
Accolade, Inc. PA$103.2M · 0.04%
Fullsight, LLC PA$94.8M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231256003 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.