Plan Ledger DOL Form 5500 · updated monthly

Marshall Electronics, Inc.401(k)

MARSHALL ELECTRONICS, INC. 401(K) PROFIT SHARING PLAN · TORRANCE, CA · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Marshall Electronics, Inc. reported $44,533 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $1,998 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 3 years on file its reported administrative ratio has held roughly steady near 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (4,935th of 9,483), and 2,651st of 4,246 in wholesale trade. In 2024, employees put in $2.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,225,599
Participants with balances106
Active participants66
Employer contributions$131,857
Employee contributions$282,909
Employer contribution per active participant$1,998
Average account balance$115,336
Benefits paid to participants$360,124
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.2M · 106 accts · $132K emplr
2023$10.9M · 108 accts · $144K emplr
2022$9.5M · 109 accts · $319K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,533
Total administrative$44,533
The Marshall Electronics, Inc. 401(k) match · 2024
Employer contribution per active participant$1,998
Median for plans this size$2,416
2024$1,998 per active participant
2023$2,146 per active participant
2022$4,364 per active participant

Marshall Electronics, Inc.'s 2024 employer contribution ran below 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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS, · Recordkeeping · Loan processing$16,503
FIDUCIARY OUTSOURCING, LLC · Recordkeeping · Loan processing$6,812
LPL FINANCIAL CORPORATION · Investment advisory (plan)$23,574

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

Recordkeeper by year2
2024FIDUCIARY OUTSOURCING, LLC, Transamerica
2023FIDUCIARY OUTSOURCING, LLC, Transamerica

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

Administrative cost history3
2024$44,533 · 0.38%
2023$36,320 · 0.36%
2022$41,061 · 0.40%
Similar plansWholesale Trade · California
Gold Rush Ventures, LLC CA$12.3M · 0.25%
Pacific States Petroleum CA$12.3M · 0.52%
Toms Truck Center, Inc. CA$12.3M · 0.39%
B & B Surplus, Inc. CA$12.3M · 0.59%
Markstein Sales Co. CA$12.1M · 0.44%
Cyberpower Inc. CA$12.0M · 1.28%
Stan Boyett & Son, Inc. CA$11.7M · 0.33%
Hanwha Q Cells America CA$11.7M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953563611 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.