Plan Ledger DOL Form 5500 · updated monthly

Marcus & Millichap, Inc.401(k)

MARCUS & MILLICHAP, INC. 401(K) PLAN · CALABASAS, CA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Marcus & Millichap, Inc. reported $122,671 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $2,469 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 0.03% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,369th-largest of 9,483 plans among California employers on file, and the 200th of 2,096 in real estate & leasing. In 2024, employees put in $2.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$67,140,553
Participants with balances790
Active participants836
Employer contributions$2,063,932
Employee contributions$5,710,428
Employer contribution per active participant$2,469
Average account balance$84,988
Benefits paid to participants$3,937,479
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$67.1M · 790 accts · $2.1M emplr
2023$54.0M · 735 accts · $978K emplr
2022$45.3M · 785 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,341
Investment management$29,379
Audit (IQPA)$22,951
Total administrative$122,671
The Marcus & Millichap, Inc. 401(k) match · 2024
Employer contribution per active participant$2,469
Median for plans this size$3,635
2024$2,469 per active participant
2023$1,176 per active participant
2022$2,288 per active participant

Marcus & Millichap, Inc.'s 2024 employer contribution ran below the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$70,341
MERCER INVESTMENTS LLC · Investment advisory (plan)$27,500
COHNREZNICK · Accounting / audit$22,951

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$122,671 · 0.20%
2023$12,162 · 0.02%
2022$15,059 · 0.03%
Same employer
Similar plansReal Estate & Leasing · California
Orange Coast Title Company CA$73.2M · 0.49%
Lewis Management Corp. CA$72.0M · 0.04%
The John Stewart Company CA$66.6M · 0.38%
Biomed Realty, L.P. CA$66.3M · 0.23%
Oakwood Worldwide (US) LP CA$65.5M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352478370 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.