Plan Ledger DOL Form 5500 · updated monthly

Marble Systems Inc401(k)

MARBLE SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST · FAIRFAX, VA · plan year 2023

Reported admin expense ratio · 2023
1.31%

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

Marble Systems Inc reported $26,240 in plan administrative expenses for 2023: 1.31% of average plan assets, higher than ~90% 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 1 year on file its reported administrative ratio rose from 1.07% to 1.31%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Virginia (2,070th of 2,266), and 4,624th of 5,215 in retail trade.

Plan summary
Net assets, end of year$2,146,327
Participants with balances77
Active participants98
Employer contributions$0
Employee contributions$177,232
Employer contribution per active participant$0
Average account balance$27,874
Benefits paid to participants$141,473
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$2.1M · 77 accts
2022$1.9M · 138 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$15,688
Investment management$9,592
Trustee / custodial$960
Total administrative$26,240
The Marble Systems Inc 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

Marble Systems Inc'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 · 20232
PAYCHEX, INC. · Investment advisory (plan) · Recordkeeping$15,688
MERRILL LYNCH, PIERCE, FENNER · Investment advisory (plan) · Recordkeeping$9,592

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$26,240 · 1.31%
2022$21,220 · 1.07%
Similar plansRetail Trade · Virginia
Bonfire Funds Inc VA$3.2M · 1.51%
McDonald Gardens LLC VA$2.6M · 0.39%
Beamon & Johnson, Inc. VA$2.0M · 0.56%
Dulles Motor Cars, Inc. VA$1.8M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521344049 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.