Plan Ledger DOL Form 5500 · updated monthly

Montgomery McCracken Walker & Rhoads LLP401(k)

MONTGOMERY, MCCRACKEN, WALKER & RHOADS, LLP RETIREMENT SAVINGS PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Montgomery McCracken Walker & Rhoads LLP reported $48,429 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $11,414 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 3 years on file its reported administrative ratio has held roughly steady near 0.069%. 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 600th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,949th of 11,654 in professional & technical services. In 2024, employees put in $1.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$74,362,482
Participants with balances144
Active participants97
Employer contributions$1,107,170
Employee contributions$1,137,240
Employer contribution per active participant$11,414
Average account balance$516,406
Benefits paid to participants$3,381,113
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITH BROWN, PC
Plan history3
Yearassets · accounts · employer contribution
2024$74.4M · 144 accts · $1.1M emplr
2023$66.4M · 147 accts · $1.2M emplr
2022$62.7M · 164 accts · $950K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,393
Investment management$21,036
Total administrative$48,429
The Montgomery McCracken Walker & Rhoads LLP 401(k) match · 2024
Employer contribution per active participant$11,414
Median for plans this size$3,635
2024$11,414 per active participant
2023$12,423 per active participant
2022$9,138 per active participant

Montgomery McCracken Walker & Rhoads LLP'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,393
MYCIO · Investment advisory (plan)$18,025

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$48,429 · 0.07%
2023$45,055 · 0.07%
2022$47,481 · 0.07%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Ecri Institute PA$78.1M · 0.04%
Employshare, Inc. PA$78.0M · 0.00%
Modjeski and Masters, Inc. PA$77.2M · 0.00%
Turnberry Solutions, Inc. PA$76.7M · 0.07%
Data Systems Analysts, Inc. PA$72.9M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 230888490 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.