Plan Ledger DOL Form 5500 · updated monthly

Modrall, Sperling, Roehl, Harris & Sisk, P.A.401(k)

MODRALL, SPERLING, ROEHL, HARRIS & SISK, P.A. 401(K) PROFIT-SHARING PLAN & TRUST · ALBUQUERQUE, NM · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Modrall, Sperling, Roehl, Harris & Sisk, P.A. reported $35,338 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $13,426 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 0.01% to 0.04%. 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 24th-largest of 290 plans among New Mexico employers on file, and the 1,804th of 11,654 in professional & technical services. In 2024, the employer put in $1.06 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$80,952,634
Participants with balances167
Active participants98
Employer contributions$1,315,750
Employee contributions$1,237,100
Employer contribution per active participant$13,426
Average account balance$484,746
Benefits paid to participants$9,920,477
Plan auditDisclaimer of opinion
AuditorPULAKOS CPAS, PC
Plan history3
Yearassets · accounts · employer contribution
2024$81.0M · 167 accts · $1.3M emplr
2023$77.8M · 181 accts · $1.4M emplr
2022$66.1M · 183 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,338
Total administrative$35,338
The Modrall, Sperling, Roehl, Harris & Sisk, P.A. 401(k) match · 2024
Employer contribution per active participant$13,426
Median for plans this size$3,635
2024$13,426 per active participant
2023$13,447 per active participant
2022$12,395 per active participant

Modrall, Sperling, Roehl, Harris & Sisk, P.A.'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 · 20241
THE VANGUARD GROUP · Recordkeeping · Investment advisory (participants)$36,098

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$35,338 · 0.04%
2023$33,924 · 0.05%
2022$9,625 · 0.01%
Same employer
Similar plansProfessional & Technical Services · New Mexico
Bohannan-Huston, Inc. NM$56.7M · 0.21%
Redw LLC NM$35.6M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850283491 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.