Plan Ledger DOL Form 5500 · updated monthly

Martin Sprocket & Gear, Inc.401(k)

MARTIN SPROCKET & GEAR, INC. EMPLOYEES PROFIT SHARING TRUST · ARLINGTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.42%

Martin Sprocket & Gear, Inc. reported $953,500 in plan administrative expenses for 2024: 0.42% of average plan assets, higher than ~90% of peers. 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 fell from 0.46% to 0.42%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 360th-largest of 5,688 plans among Texas employers on file, and the 1,067th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$225,994,746
Participants with balances1,679
Active participants1,703
Employer contributions—
Employee contributions$6,555,652
Employer contribution per active participant—
Average account balance$134,601
Benefits paid to participants$26,244,212
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$226.0M · 1,679 accts
2023$224.7M · 1,877 accts · $2.8M emplr
2022$219.0M · 1,619 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Investment management$940,146
Trustee / custodial$13,354
Total administrative$953,500
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
JP MORGAN CHASE · Custodial (securities) · Investment advisory (plan)$748,403
BOKF, NA · Custodial (securities) · Trustee$88,859
LUTHER KING CAPITAL MANAGEMENT · Investment advisory (plan)$75,869

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$953,500 · 0.42%
2023$949,006 · 0.43%
2022$1,006,354 · 0.46%
Same employer
Similar plansManufacturing · Texas
Poly-America, L.P. TX$233.1M · 0.04%
Hydril Company TX$228.8M · 0.31%
Alamo Group Inc. TX$228.5M · 0.15%
Cvr Services, LLC TX$226.1M · 0.04%
Si Group, Inc. TX$218.3M · 0.12%
Techline, Inc. TX$214.5M
Americas Styrenics LLC TX$213.8M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750832268 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.