Plan Ledger DOL Form 5500 · updated monthly

Market Enginuity, Inc.401(k)

MARKET ENGINUITY, INC. 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.49%

Market Enginuity, Inc. reported $42,667 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. 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 0.487%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is the 634th-largest of 1,285 plans among Arizona employers on file, and 8,386th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$8,790,529
Participants with balances111
Active participants133
Employer contributions—
Employee contributions$913,713
Employer contribution per active participant—
Average account balance$79,194
Benefits paid to participants$1,838,121
Plan auditUnmodified (clean) audit opinion
AuditorMANSBERGER, PATTERSON, AND MCMULLIN
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 111 accts
2023$8.7M · 126 accts
2022$7.6M · 128 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,667
Total administrative$42,667
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$42,667
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$42,667 · 0.49%
2023$75,912 · 0.93%
2022$40,122 · 0.49%
Same employer
Similar plansProfessional & Technical Services · Arizona
Resnick & Louis P.C. AZ$10.0M · 0.74%
Wti Inc. AZ$9.6M · 0.00%
Persefoni Ai Inc. AZ$9.1M · 0.08%
Elevate Services, Inc. AZ$8.9M · 0.75%
Az Pet Vet Holding LLC AZ$7.7M · 1.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 861028149 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.