Plan Ledger DOL Form 5500 · updated monthly

M. Roberts Media, LLC401(k)

M. ROBERTS MEDIA, LLC 401(K) PLAN · LONGVIEW, TX · plan year 2023

Reported admin expense ratio · 2023
0.08%

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

M. Roberts Media, LLC reported $7,235 in plan administrative expenses for 2023: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.09% to 0.21%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Texas (3,080th of 5,688), and 1,520th of 2,199 in information & media. active participation has shrunk from 146 to 118 since 2022.

Plan summary
Net assets, end of year$9,922,105
Participants with balances167
Active participants118
Employer contributions$0
Employee contributions$357,439
Employer contribution per active participant$0
Average account balance$59,414
Benefits paid to participants$1,117,821
Plan auditUnmodified (clean) audit opinion
AuditorHUSELTON, MORGAN & MAULTSBY
Plan history3
Yearassets · accounts · employer contribution
2024$7.3M · 174 accts
2023$9.9M · 167 accts
2022$8.6M · 180 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,790
Investment management$2,445
Total administrative$7,235
The M. Roberts Media, LLC 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

M. Roberts Media, LLC's 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$4,790

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$17,703 · 0.21%
2023$7,235 · 0.08%
2022$9,426 · 0.09%
Same employer
Similar plansInformation & Media · Texas
Etech TX$10.7M · 0.75%
Zimperium, Inc. TX$10.4M · 0.57%
Hart Energy Publishing, LLC TX$10.2M · 0.02%
Spay, Inc. TX$10.2M · 0.33%
P97 Networks, LLC TX$9.6M · 0.22%
Zenoss, Inc TX$9.5M · 0.53%
Healthmine Services, Inc. TX$9.2M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371792350 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.