Plan Ledger DOL Form 5500 · updated monthly

Marrick Medical Financial, LLC401(k)

PREPARING 4 TOMORROW 401(K) PLAN · GREENWOOD VILLAGE, CO · plan year 2024

Reported admin expense ratio · 2024
1.66%

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

Marrick Medical Financial, LLC reported $77,009 in plan administrative expenses for 2024: 1.66% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,355 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 has held roughly steady near 1.66%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Colorado (1,036th of 1,461), and 7,770th of 11,911 in health care & social assistance. In 2024, employees put in $1.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,249,935
Participants with balances156
Active participants143
Employer contributions$336,694
Employee contributions$530,041
Employer contribution per active participant$2,355
Average account balance$33,653
Benefits paid to participants$272,369
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$5.2M · 156 accts · $337K emplr
2023$4.0M · 158 accts · $354K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,009
Total administrative$77,009
The Marrick Medical Financial, LLC 401(k) match · 2024
Employer contribution per active participant$2,355
Median for plans this size$1,313
2024$2,355 per active participant
2023$1,834 per active participant

Marrick Medical Financial, 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 · 20244
TRANSAMERICA FINANCIAL LIFE INSURAN · Recordkeeping · Loan processing$23,947
SMA SERVICES, INC. · Recordkeeping · Loan processing$2,675
RBC CAPITAL MARKETS LLC · Investment advisory (plan)$34,025
FORVIS MAZARS · Accounting / audit$16,363

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

Recordkeeper by year2
2024SMA SERVICES, INC., Transamerica
2023SMA SERVICES, INC., Transamerica

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

Administrative cost history2
2024$77,009 · 1.66%
2023$58,855 · 1.62%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
The Academy Group, L.P. CO$4.8M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208059557 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.