Plan Ledger DOL Form 5500 · updated monthly

Marcis & Associates401(k)

MARCIS & ASSOCIATES 401(K) PLAN · SPRING, TX · plan year 2022

Reported admin expense ratio · 2022
0.05%

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

Marcis & Associates reported $439 in plan administrative expenses for 2022: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $335 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Texas (5,319th of 5,688), and 3,097th of 3,341 in other services. In 2022, employees put in $2.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$875,516
Participants with balances14
Active participants68
Employer contributions$22,749
Employee contributions$58,400
Employer contribution per active participant$335
Average account balance$62,537
Benefits paid to participants$45,954
Plan auditUnmodified (clean) audit opinion
AuditorBLAZEK & VETTERING
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$439
Total administrative$439
The Marcis & Associates 401(k) match · 2022
Employer contribution per active participant$335
Median for plans this size$331

Marcis & Associates's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$439 · 0.05%
Similar plansOther Services · Texas
Tuneup Masters, Inc. TX$1.1M · 2.33%
Texas Organizing Project TX$681K · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760505240 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.