Plan Ledger DOL Form 5500 · updated monthly

Marshall Industrial Technologies401(k)

MARSHALL INDUSTRIAL TECHNOLOGIES SAVINGS & RETIREMENT PLAN · TRENTON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.41%

Marshall Industrial Technologies reported $59,786 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. 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 0.38% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in New Jersey (1,274th of 2,419), and the 2,527th of 5,337 in construction. active participation has shrunk from 99 to 89 since 2022.

Plan summary
Net assets, end of year$14,477,826
Participants with balances110
Active participants89
Employer contributions—
Employee contributions$519,958
Employer contribution per active participant—
Average account balance$131,617
Benefits paid to participants$2,370,184
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.5M · 110 accts
2023$14.4M · 120 accts
2022$12.1M · 120 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,786
Total administrative$59,786
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
VALLEY FORGE INVESTMENT CONSULTANTS · Investment advisory (participants) · Investment advisory (plan)$37,183
JOHN HANCOCK RETIREMENT PLAN SERV · Other services$20,822

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$59,786 · 0.41%
2023$55,683 · 0.42%
2022$52,003 · 0.38%
All plans at this employer2
MARSHALL INDUSTRIAL TECHNOLOGIES SAVINGS & RETIREMENT PLAN401(k)
MARSHALL INDUSTRIAL TECHNOLOGIES EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansConstruction · New Jersey
Cs Energy, LLC NJ$15.8M · 0.50%
Kubik Maltbie, Inc. NJ$15.6M · 0.47%
A.C.T. Lighting, Inc. NJ$13.8M · 0.38%
Vollers, Inc. NJ$12.3M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 210682061 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.