Plan Ledger DOL Form 5500 · updated monthly

Marketing by Design, LLC401(k)

MARKETING BY DESIGN, LLC 401(K) PLAN · BEVERLY, MA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Marketing by Design, LLC reported $2,200 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,462 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 0.04% to 0.03%. 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 among the smaller plans on file in Massachusetts (2,028th of 2,726), and 8,591st of 11,654 in professional & technical services. In 2024, employees put in $2.44 for every $1.00 the employer contributed; active participation has grown from 80 to 90 since 2022.

Plan summary
Net assets, end of year$8,262,658
Participants with balances115
Active participants90
Employer contributions$221,553
Employee contributions$540,146
Employer contribution per active participant$2,462
Average account balance$71,849
Benefits paid to participants$180,527
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 115 accts · $222K emplr
2023$6.8M · 120 accts · $221K emplr
2022$5.4M · 117 accts · $197K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,050
Total administrative$2,200
The Marketing by Design, LLC 401(k) match · 2024
Employer contribution per active participant$2,462
Median for plans this size$1,313
2024$2,462 per active participant
2023$2,507 per active participant
2022$2,458 per active participant

Marketing by Design, LLC'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
GALLAGHER BENEFIT SERVICES INCindirect comp
ANGELL PENSION GROUP · Other servicesindirect 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$2,200 · 0.03%
2023$2,100 · 0.03%
2022$2,650 · 0.04%
Similar plansProfessional & Technical Services · Massachusetts
Ksq Therapeutics Inc MA$8.4M · 0.04%
Highroads, Inc. MA$8.3M · 0.41%
Hydration Labs, Inc. MA$8.2M · 0.28%
Solo.Io MA$8.2M · 0.04%
Lyndra Therapeutics, Inc. MA$8.1M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263437380 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.