Plan Ledger DOL Form 5500 · updated monthly

Excell Marketing, L.C.401(k)

EXCELL MARKETING, L.C. PROFIT SHARING PLAN · DES MOINES, IA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Excell Marketing, L.C. reported $9,050 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,459 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 0.02% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 306th-largest of 878 plans among Iowa employers on file, and the 1,378th of 4,246 in wholesale trade. In 2024, employees put in $2.19 for every $1.00 the employer contributed; active participation has grown from 347 to 489 since 2022.

Plan summary
Net assets, end of year$29,585,246
Participants with balances533
Active participants489
Employer contributions$713,690
Employee contributions$1,560,599
Employer contribution per active participant$1,459
Average account balance$55,507
Benefits paid to participants$3,935,490
Plan auditUnmodified (clean) audit opinion
AuditorDENMAN & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$29.6M · 533 accts · $714K emplr
2023$28.0M · 472 accts · $675K emplr
2022$23.9M · 386 accts · $675K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,050
Total administrative$9,050
The Excell Marketing, L.C. 401(k) match · 2024
Employer contribution per active participant$1,459
Median for plans this size$2,416
2024$1,459 per active participant
2023$1,559 per active participant
2022$1,945 per active participant

Excell Marketing, L.C.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$9,049
GALLAGHER FIDUCIARY ADVISORS, LLC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$9,050 · 0.03%
2023$6,882 · 0.03%
2022$6,532 · 0.02%
Same employer
Similar plansWholesale Trade · Iowa
Cascade Lumber Company IA$33.7M · 0.35%
Eldon C. Stutsman, Inc. IA$31.7M · 0.37%
7G Distributing, LLC IA$30.5M · 0.46%
Trioak Foods, LLC IA$29.7M · 0.28%
World Class Industries Inc. IA$28.8M · 0.33%
Rmh Systems, Inc. IA$26.1M · 0.22%
Brownells, Inc. IA$23.4M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 421444611 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.