Plan Ledger DOL Form 5500 · updated monthly

Marco Display Specialists401(k)

MARCO DISPLAY SPECIALISTS, L.P. 401(K) EMPLOYEES' SAVING PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Marco Display Specialists reported $27,612 in plan administrative expenses for 2024: 0.51% of average plan assets, below the peer median. Employer contributions averaged $700 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 0.43% to 0.51%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (3,876th of 5,688), and 10,834th of 13,661 in manufacturing. In 2024, employees put in $3.26 for every $1.00 the employer contributed; active participation has shrunk from 387 to 234 since 2022.

Plan summary
Net assets, end of year$5,737,821
Participants with balances300
Active participants234
Employer contributions$163,774
Employee contributions$533,446
Employer contribution per active participant$700
Average account balance$19,126
Benefits paid to participants$385,686
Plan auditUnmodified (clean) audit opinion
AuditorSWAIM ACCOUNTING SERVICES, INC
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 300 accts · $164K emplr
2023$5.0M · 267 accts · $60K emplr
2022$4.5M · 293 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,473
Investment management$9,139
Total administrative$27,612
The Marco Display Specialists 401(k) match · 2024
Employer contribution per active participant$700
Median for plans this size$1,313
2024$700 per active participant
2023$228 per active participant

Marco Display Specialists'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$18,473
LEGACY 401K PARTNERS LLC · Investment advisory (plan)$9,139

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$27,612 · 0.51%
2023$20,525 · 0.43%
2022$23,145 · 0.43%
Same employer
Similar plansManufacturing · Texas
Fujikoki America, Inc. TX$5.8M · 0.54%
Lyssy & Eckel, Inc. TX$5.8M · 0.61%
Overwraps Packaging, Inc. TX$5.7M · 0.25%
Inspirus, L.L.C. TX$5.7M · 0.50%
Origen Biomedical, Inc. TX$5.7M · 1.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752050871 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.