Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC401(k)
SECREST WARDLE 401(K) PROFIT SHARING PLAN · TROY, MI · plan year 2024
Secrest, Wardle, Lynch, Hampton, Truex, and Morley, PC reported $107,987 in plan administrative expenses for 2024: 0.86% of average plan assets, higher than ~90% of peers. 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 0.60% to 0.86%. 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 among the smaller plans on file in Michigan (1,357th of 2,619), and 7,127th of 11,654 in professional & technical services.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 381863919 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.