Plan Ledger DOL Form 5500 · updated monthly

Managed Markets Insights & Technology LLC401(k)

MANAGED MARKETS INSIGHT & TECHNOLOGY, LLC 401(K) PLAN · YARDLEY, PA · plan year 2023

Reported admin expense ratio · 2023
0.29%

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

Managed Markets Insights & Technology LLC reported $138,593 in plan administrative expenses for 2023: 0.29% of average plan assets, above the peer median. Employer contributions averaged $2,647 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 has held roughly steady near 0.295%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 628th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,484th of 13,661 in manufacturing. In 2023, employees put in $2.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$69,313,297
Participants with balances1,107
Active participants1,300
Employer contributions$3,441,154
Employee contributions$8,565,806
Employer contribution per active participant$2,647
Average account balance$62,614
Benefits paid to participants$5,393,910
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$69.3M · 1,107 accts · $3.4M emplr
2022$24.7M · 558 accts · $853K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$33,434
Investment management$105,159
Total administrative$138,593
The Managed Markets Insights & Technology LLC 401(k) match · 2023
Employer contribution per active participant$2,647
Median for plans this size$2,440
2023$2,647 per active participant
2022$1,696 per active participant

Managed Markets Insights & Technology LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
ALLIANT INSURANCE SERVICES INC. · Contract administrator$21,034

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

Administrative cost history2
2023$138,593 · 0.29%
2022$69,151 · 0.29%
Same employer
Similar plansManufacturing · Pennsylvania
Nlmk USA, LLC PA$74.6M · 0.08%
Streamlight, Inc. PA$74.0M · 0.04%
Pq LLC PA$72.9M · 0.11%
Truck-Lite Co., LLC PA$69.7M · 0.24%
Polymer Enterprises, Inc. PA$68.4M · 0.27%
The Wenger Group, Inc. PA$68.0M · 0.30%
Kingsbury, Inc. PA$66.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273143658 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.