Plan Ledger DOL Form 5500 · updated monthly

Medicus Management Services, LLC401(k)

MEDICUS 401(K) PLAN · WINDHAM, NH · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Medicus Management Services, LLC reported $119,462 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,679 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 0.59% to 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 143rd-largest of 411 plans among New Hampshire employers on file, and the 495th of 2,534 in administrative & support services. In 2024, employees put in $1.83 for every $1.00 the employer contributed; active participation has grown from 256 to 358 since 2022.

Plan summary
Net assets, end of year$26,454,862
Participants with balances387
Active participants358
Employer contributions$1,316,938
Employee contributions$2,412,067
Employer contribution per active participant$3,679
Average account balance$68,359
Benefits paid to participants$1,646,203
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.5M · 387 accts · $1.3M emplr
2023$21.1M · 363 accts · $1.0M emplr
2022$16.7M · 323 accts · $815K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,725
Total administrative$119,462
The Medicus Management Services, LLC 401(k) match · 2024
Employer contribution per active participant$3,679
Median for plans this size$2,416
2024$3,679 per active participant
2023$3,557 per active participant
2022$3,184 per active participant

Medicus Management Services, 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 · 20242
MORGANSTANLEYSMITHBARNEYLLC · Investment advisory (participants)$76,737
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$42,725

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$119,462 · 0.50%
2023$109,626 · 0.58%
2022$104,478 · 0.59%
Similar plansAdministrative & Support Services · New Hampshire
Vision HR II, Inc FL$27.1M · 0.72%
B-Tds, Inc. NY$26.7M · 0.03%
Ace Disposal, Inc. UT$26.3M · 0.30%
Velocity Global USA LLC CO$26.2M · 1.83%
Williams & Fudge, Inc. SC$26.2M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261598794 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.