Plan Ledger DOL Form 5500 · updated monthly

Mize Cpas, Inc.401(k)

MIZE CPAS, INC. 401(K) PLAN · TOPEKA, KS · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Mize Cpas, Inc. reported $142,919 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $1,646 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 rose from 0.36% to 0.41%. 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 179th-largest of 828 plans among Kansas employers on file, and the 3,568th of 11,654 in professional & technical services. In 2024, employees put in $3.47 for every $1.00 the employer contributed; active participation has grown from 253 to 307 since 2022.

Plan summary
Net assets, end of year$36,357,326
Participants with balances334
Active participants307
Employer contributions$505,266
Employee contributions$1,753,483
Employer contribution per active participant$1,646
Average account balance$108,854
Benefits paid to participants$4,122,310
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.4M · 334 accts · $505K emplr
2023$32.9M · 308 accts · $440K emplr
2022$29.1M · 284 accts · $381K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,657
Investment management$86,112
Audit (IQPA)$10,150
Total administrative$142,919
The Mize Cpas, Inc. 401(k) match · 2024
Employer contribution per active participant$1,646
Median for plans this size$2,416
2024$1,646 per active participant
2023$1,518 per active participant
2022$1,506 per active participant

Mize Cpas, Inc.'s 2024 employer contribution ran below 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 · 20241

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$142,919 · 0.41%
2023$107,114 · 0.35%
2022$120,639 · 0.36%
Same employer
Similar plansProfessional & Technical Services · Kansas
Hinkle Law Firm LLC KS$40.8M · 0.23%
Brr Architecture, Inc. KS$40.8M · 0.19%
Unitedlex Corporation KS$39.2M · 0.19%
Allen, Gibbs & Houlik, L.C. KS$35.5M · 0.02%
Treanorhl, Inc. KS$35.4M · 0.02%
Kvc Health Systems, Inc. KS$30.4M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 480882363 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.