Plan Ledger DOL Form 5500 · updated monthly

Marquis Software Solutions, Inc.401(k)

MARQUIS SOFTWARE SOLUTIONS, INC 401(K) PLAN · PLANO, TX · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Marquis Software Solutions, Inc. reported $43,127 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $3,014 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 0.18% to 0.33%. 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 2,590th-largest of 5,688 plans among Texas employers on file, and 6,939th of 11,654 in professional & technical services. In 2024, employees put in $2.47 for every $1.00 the employer contributed; active participation has grown from 125 to 180 since 2022.

Plan summary
Net assets, end of year$13,566,406
Participants with balances214
Active participants180
Employer contributions$542,445
Employee contributions$1,341,857
Employer contribution per active participant$3,014
Average account balance$63,394
Benefits paid to participants$2,475,156
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.6M · 214 accts · $542K emplr
2023$12.4M · 201 accts · $475K emplr
2022$8.5M · 166 accts · $366K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,127
Total administrative$43,127
The Marquis Software Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$3,014
Median for plans this size$2,416
2024$3,014 per active participant
2023$2,845 per active participant
2022$2,926 per active participant

Marquis Software Solutions, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$24,634
RAYMOND JAMES AND ASSOCIATES INC · Investment advisory (plan)$15,300

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$43,127 · 0.33%
2023$24,273 · 0.23%
2022$16,919 · 0.18%
Same employer
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Mastek, Inc. TX$13.6M · 1.01%
Rev.com, Inc. TX$13.5M · 0.19%
Axiom Professionals, LLC TX$13.5M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752459939 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.