Plan Ledger DOL Form 5500 · updated monthly

MD7, LLC401(k)

MD7 401(K) PLAN · ALLEN, TX · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

MD7, LLC reported $45,007 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. Employer contributions averaged $0 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 rose from 0.38% to 0.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (3,168th of 5,688), and 1,156th of 2,096 in real estate & leasing. active participation has grown from 212 to 234 since 2022.

Plan summary
Net assets, end of year$9,295,225
Participants with balances258
Active participants234
Employer contributions$0
Employee contributions$721,381
Employer contribution per active participant$0
Average account balance$36,028
Benefits paid to participants$1,269,289
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.3M · 258 accts
2023$8.6M · 244 accts
2022$8.1M · 345 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,189
Investment management$21,818
Total administrative$45,007
The MD7, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

MD7, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$23,189
MMA SECURITIES · Investment advisory (plan)$21,818

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$45,007 · 0.50%
2023$29,737 · 0.36%
2022$32,816 · 0.38%
Same employer
Similar plansReal Estate & Leasing · Texas
Silvercar, Inc. TX$9.5M · 0.87%
Whitestone Reit TX$9.4M · 0.78%
Bestway Rental, Inc. TX$8.7M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 412187947 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.