Plan Ledger DOL Form 5500 · updated monthly

Plunkett Cooney, P.C.401(k)

PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN · BLOOMFIELD HILLS, MI · plan year 2024

Reported admin expense ratio · 2024
0.22%

Plunkett Cooney, P.C. reported $187,319 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. 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 0.22%. 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 330th-largest of 2,619 plans among Michigan employers on file, and the 1,716th of 11,654 in professional & technical services. active participation has shrunk from 215 to 157 since 2022.

Plan summary
Net assets, end of year$87,153,052
Participants with balances220
Active participants157
Employer contributions—
Employee contributions$2,573,482
Employer contribution per active participant—
Average account balance$396,150
Benefits paid to participants$11,104,045
Plan auditUnmodified (clean) audit opinion
AuditorPLANTE & MORAN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$87.2M · 220 accts
2023$84.5M · 252 accts · $717 emplr
2022$71.6M · 266 accts · $484K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,142
Investment management$179,177
Total administrative$187,319
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 · 20246
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$115,747
CBIZ INVESTMENT ADVISORY SERVI · Investment management$47,502
WILLIAM BLAIR INVESTMENT MGMT · Investment advisory (participants)$12,047
PLANNING ALTERNATIVES LTD · Investment advisory (participants)$6,136
SHUTTLEWORTH & COMPANY · Investment advisory (participants)$5,887
CHARLES SCHWAB & CO., INC. · Securities brokerage$497

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$187,319 · 0.22%
2023$186,229 · 0.24%
2022$180,103 · 0.23%
Same employer
Similar plansProfessional & Technical Services · Michigan
Arotech MI$89.0M · 0.33%
Wade Trim Group, Inc. MI$87.0M · 0.16%
Fev North America, Inc MI$83.6M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 381896842 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.