Plan Ledger DOL Form 5500 · updated monthly

Whiteford, Taylor & Preston, L.L.P.Money purchase plan

WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST · BALTIMORE, MD · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Whiteford, Taylor & Preston, L.L.P. reported $27,306 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $14,787 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 0.022%. 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 136th-largest of 1,671 plans among Maryland employers on file, and the 1,202nd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$129,363,058
Participants with balances371
Active participants260
Employer contributions$3,844,608
Employee contributions—
Employer contribution per active participant$14,787
Average account balance$348,687
Benefits paid to participants$8,270,346
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$129.4M · 371 accts · $3.8M emplr
2023$119.1M · 381 accts · $4.0M emplr
2022$100.9M · 351 accts · $3.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,320
Investment management$21,986
Total administrative$27,306
Employer contributions to the Whiteford, Taylor & Preston, L.L.P. plan · 2024
Employer contribution per active participant$14,787
Median for plans this size$3,635
2024$14,787 per active participant
2023$13,579 per active participant
2022$13,546 per active participant

Whiteford, Taylor & Preston, L.L.P.'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 · 20243
ONEAMERICA RETIREMENT SERVICES, LLC · Recordkeeping · Loan processing$5,320
CURIO WEALTH LLC · Investment management$21,986
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$27,306 · 0.02%
2023$21,983 · 0.02%
2022$23,491 · 0.02%
All plans at this employer2
WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUSTMoney purchase plan
WHITEFORD, TAYLOR & PRESTON LLP PARTNERS & STAFF 401(K) SAVINGS PLAN401(k)
Same employer
Similar plansProfessional & Technical Services · Maryland
Apex Companies, LLC MD$111.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520619214 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.