Plan Ledger DOL Form 5500 · updated monthly

McR Investors LLC401(k)

MCR 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

McR Investors LLC reported $145,564 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $555 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 0.87% to 0.54%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 1,575th-largest of 5,688 plans among Texas employers on file, and the 211th of 2,240 in accommodation & food services. In 2024, employees put in $2.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,967,427
Participants with balances847
Active participants3,639
Employer contributions$2,019,855
Employee contributions$4,262,887
Employer contribution per active participant$555
Average account balance$34,200
Benefits paid to participants$6,138,976
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.0M · 847 accts · $2.0M emplr
2023$24.5M · 815 accts · $2.1M emplr
2022$16.0M · 738 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$145,564
Total administrative$145,564
The McR Investors LLC 401(k) match · 2024
Employer contribution per active participant$555
Median for plans this size$2,416
2024$555 per active participant
2023$511 per active participant
2022$493 per active participant

McR Investors LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20244
ASCENSUS LLC · Loan processing · Recordkeeping$90,146
ONE DIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$36,394
WINTRUST WEALTH MANAGEMENT · Investment advisory (plan)$29,871
MERRILL LYNCH RETIREMENT & BENEFIT · Investment advisory (plan)$8,654

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$145,564 · 0.54%
2023$153,008 · 0.76%
2022$135,813 · 0.87%
Same employer
Similar plansAccommodation & Food Services · Texas
Pappas Restaurants, Inc. TX$51.3M · 0.15%
Pizza Properties, Inc. TX$37.1M · 0.34%
Deli Management, Inc. TX$30.3M · 0.47%
Ashford, Inc. TX$27.2M · 0.44%
Spire Hospitality, LLC TX$22.0M · 0.99%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205345817 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.