Plan Ledger DOL Form 5500 · updated monthly

GEN3 Marketing, LLC401(k)

GEN3 MARKETING, LLC 401(K) PLAN · BLUE BELL, PA · plan year 2025

Reported admin expense ratio · 2025
1.02%

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

GEN3 Marketing, LLC reported $79,830 in plan administrative expenses for 2025: 1.02% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,078 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 4 years on file its reported administrative ratio has held roughly steady near 1.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (2,464th of 3,651), and 8,497th of 11,654 in professional & technical services. In 2025, employees put in $1.81 for every $1.00 the employer contributed; active participation has shrunk from 105 to 84 since 2022.

Plan summary
Net assets, end of year$8,502,978
Participants with balances129
Active participants84
Employer contributions$258,556
Employee contributions$467,816
Employer contribution per active participant$3,078
Average account balance$65,915
Benefits paid to participants$690,571
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$8.5M · 129 accts · $259K emplr
2024$7.1M · 159 accts · $261K emplr
2023$5.9M · 187 accts · $281K emplr
2022$4.4M · 178 accts · $238K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$42,608
Investment management$37,222
Total administrative$79,830
The GEN3 Marketing, LLC 401(k) match · 2025
Employer contribution per active participant$3,078
Median for plans this size$1,464
2025$3,078 per active participant
2024$3,178 per active participant
2023$3,052 per active participant
2022$2,267 per active participant

GEN3 Marketing, LLC's 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
THE MANDMARBLESTONE GROUP LLC · Recordkeeping$20,664
MERRILL LYNCH, PIERCE, FENNER & SMI · Investment advisory (plan)$37,222
LINCOLN NATIONAL CORPORATION · Contract administrator$21,944

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

Recordkeeper by year3
2025THE MANDMARBLESTONE GROUP LLC
2024THE MANDMARBLESTONE GROUP LLC
2023MAND MARBLESTONE GROUP LLC

This plan has changed recordkeepers within these filings. If you left GEN3 Marketing, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$79,830 · 1.02%
2024$57,779 · 0.89%
2023$53,360 · 1.03%
2022$46,593 · 1.05%
Similar plansProfessional & Technical Services · Pennsylvania
Wampole Miller, Inc. PA$8.8M · 0.82%
Prwt Services, Inc. PA$8.7M · 1.30%
Nextgen Security, LLC PA$8.6M · 0.61%
Elocal.com PA$8.5M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205304445 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.