Plan Ledger DOL Form 5500 · updated monthly

Marbridge Foundation, Inc.401(k)

MARBRIDGE FOUNDATION 401(K) PLAN · MANCHACA, TX · plan year 2024

Reported admin expense ratio · 2024
1.52%

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

Marbridge Foundation, Inc. reported $79,476 in plan administrative expenses for 2024: 1.52% of average plan assets, higher than ~90% of peers. Employer contributions averaged $886 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 3 years on file its reported administrative ratio has held roughly steady near 1.52%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (3,925th of 5,688), and 7,617th of 11,911 in health care & social assistance. In 2024, employees put in $1.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,523,023
Participants with balances189
Active participants274
Employer contributions$242,634
Employee contributions$421,076
Employer contribution per active participant$886
Average account balance$29,222
Benefits paid to participants$640,837
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.5M · 189 accts · $243K emplr
2023$4.9M · 182 accts · $241K emplr
2022$4.1M · 175 accts · $230K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,317
Investment management$10,338
Trustee / custodial$2,078
Total administrative$79,476
The Marbridge Foundation, Inc. 401(k) match · 2024
Employer contribution per active participant$886
Median for plans this size$1,313
2024$886 per active participant
2023$937 per active participant
2022$904 per active participant

Marbridge Foundation, Inc.'s 2024 employer contribution ran below the $1,313 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
EMPLOYEE INCENTIVE PLANS, INC. · Claims processing · Contract administrator$28,317
ATLASMARK FINANCIAL, INC · Consulting · Investment advisory (participants)$10,338
FIDELITY BROKERAGE SERVICES, INC. · Claims processing · Custodial (securities)$2,068

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

Recordkeeper by year2
2024EMPLOYEE INCENTIVE PLANS, INC.
2023EMPLOYEE INCENTIVE PLANS, INC.

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$79,476 · 1.52%
2023$65,285 · 1.45%
2022$61,503 · 1.49%
Same employer
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Roseland Management, LLC TX$5.8M · 0.40%
The Company of Rock House TX$5.8M · 0.59%
Reliant at Home Midco LLC TX$5.5M · 0.87%
Citysquare TX$5.4M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741183095 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.