Plan Ledger DOL Form 5500 · updated monthly

Marginedge Co401(k)

MARGINEDGE 401(K) PLAN · FALLS CHURCH, VA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Marginedge Co reported $9,475 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,838 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 fell from 0.14% to 0.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Virginia (1,486th of 2,266), and 1,530th of 2,199 in information & media. In 2024, employees put in $2.48 for every $1.00 the employer contributed; active participation has grown from 167 to 239 since 2022.

Plan summary
Net assets, end of year$9,704,168
Participants with balances317
Active participants239
Employer contributions$678,219
Employee contributions$1,680,342
Employer contribution per active participant$2,838
Average account balance$30,613
Benefits paid to participants$595,820
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 317 accts · $678K emplr
2023$6.6M · 292 accts · $558K emplr
2022$3.2M · 241 accts · $432K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,012
Investment management$6,463
Total administrative$9,475
The Marginedge Co 401(k) match · 2024
Employer contribution per active participant$2,838
Median for plans this size$1,313
2024$2,838 per active participant
2023$2,383 per active participant
2022$2,587 per active participant

Marginedge Co's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
GUIDELINE, INC. · Plan administrator · Recordkeeping$8,557
BENEFIT TRUST COMPANY · Custodial · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024Guideline
2023Guideline

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

Administrative cost history3
2024$9,475 · 0.12%
2023$6,414 · 0.13%
2022$3,454 · 0.14%
Same employer
Similar plansInformation & Media · Virginia
Q-Free America Inc. VA$10.1M · 0.64%
Merlin International, Inc. VA$10.1M · 0.27%
Poplicus Inc VA$9.9M · 0.02%
Aveshka, Inc. VA$8.7M · 0.39%
Publicrelay, Inc. VA$6.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473665792 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.