Plan Ledger DOL Form 5500 · updated monthly

McP Westcoast Investment Fund LP401(k)

MCP WESTCOAST INVESTMENT FUND 401(K) PLAN · DALLAS, TX · plan year 2022

Reported admin expense ratio · 2022
0.71%

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

McP Westcoast Investment Fund LP reported $3,173 in plan administrative expenses for 2022: 0.71% of average plan assets, below the peer median. Employer contributions averaged $165 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 1 year on file its reported administrative ratio rose from 0.71% to 1.09%. The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (5,505th of 5,688), and 11,471st of 11,911 in health care & social assistance. In 2022, employees put in $1.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$392,782
Participants with balances26
Active participants121
Employer contributions$19,968
Employee contributions$34,595
Employer contribution per active participant$165
Average account balance$15,107
Benefits paid to participants$89,559
Plan auditUnmodified (clean) audit opinion
AuditorJOHNSON, STONE & PAGANO, P.S.
Plan history2
Yearassets · accounts · employer contribution
2023$385K · 27 accts · $9K emplr
2022$393K · 26 accts · $20K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$150
Investment management$4
Total administrative$3,173
The McP Westcoast Investment Fund LP 401(k) match · 2022
Employer contribution per active participant$165
Median for plans this size$331
2023$65 per active participant
2022$165 per active participant

McP Westcoast Investment Fund LP's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$4,240 · 1.09%
2022$3,173 · 0.71%
Similar plansHealth Care & Social Assistance · Texas
Connect Home Health TX$408K · 2.73%
Montera Health Texas LLC TX$366K · 0.36%
Ultra Care Logistics LLC TX$344K · 7.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 851169164 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.