Plan Ledger DOL Form 5500 · updated monthly

Marksnelson Advisory, LLC401(k)

MARKSNELSON ADVISORY, LLC 401(K) PLAN · OVERLAND PARK, KS · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Marksnelson Advisory, LLC reported $46,120 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $7,727 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 1 year on file its reported administrative ratio fell from 0.24% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 258th-largest of 828 plans among Kansas employers on file, and the 4,892nd of 11,654 in professional & technical services. In 2024, employees put in $1.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,083,845
Participants with balances196
Active participants155
Employer contributions$1,197,656
Employee contributions$1,419,172
Employer contribution per active participant$7,727
Average account balance$122,877
Benefits paid to participants$4,212,106
Plan auditUnmodified (clean) audit opinion
AuditorANDERS MINKLER HUBER AND HELM LLP
Plan history2
Yearassets · accounts · employer contribution
2024$24.1M · 196 accts · $1.2M emplr
2023$21.9M · 198 accts · $964K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,596
Investment management$23,524
Total administrative$46,120
The Marksnelson Advisory, LLC 401(k) match · 2024
Employer contribution per active participant$7,727
Median for plans this size$2,416
2024$7,727 per active participant
2023$7,034 per active participant

Marksnelson Advisory, LLC's 2024 employer contribution ran above the $2,416 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
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$23,524
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$22,596

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

Administrative cost history2
2024$46,120 · 0.20%
2023$49,065 · 0.24%
Same employer
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Firemon, LLC. KS$26.4M · 0.42%
Aib International, Inc. KS$23.7M · 0.43%
Signal Theory, Inc. KS$23.0M · 0.14%
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Source: U.S. Department of Labor, Form 5500 series, EIN 921368147 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.