Plan Ledger DOL Form 5500 · updated monthly

Martin/Martin, Inc.401(k)

MARTIN/MARTIN, INC. 401(K) PLAN · LAKEWOOD, CO · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Martin/Martin, Inc. reported $59,353 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $4,854 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 rose from 0.00% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 142nd-largest of 1,461 plans among Colorado employers on file, and the 1,656th of 11,654 in professional & technical services. In 2024, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$90,135,144
Participants with balances435
Active participants371
Employer contributions$1,800,781
Employee contributions$3,910,724
Employer contribution per active participant$4,854
Average account balance$207,207
Benefits paid to participants$7,750,148
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$90.1M · 435 accts · $1.8M emplr
2023$77.4M · 414 accts · $32K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,446
Investment management$40,907
Total administrative$59,353
The Martin/Martin, Inc. 401(k) match · 2024
Employer contribution per active participant$4,854
Median for plans this size$3,635
2024$4,854 per active participant
2023$88 per active participant

Martin/Martin, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20244
BFSG, LLC · Investment advisory (plan)$20,625
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$18,446
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$13,407
BFSG LLC · Investment advisory (plan)$6,875

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$59,353 · 0.07%
2023$3,127 · 0.00%
Same employer
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Sherman & Howard L.L.C. CO$110.7M · 0.08%
Icr Inc. CO$92.6M · 0.01%
Wheeler Trigg O'Donnell LLP CO$89.6M · 0.17%
Seakr Engineering, LLC CO$71.9M · 0.02%
National Cinemedia, LLC CO$68.4M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841093281 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.