Plan Ledger DOL Form 5500 · updated monthly

Six Red Marbles, Inc.401(k)

SIX RED MARBLES, INC. 401(K) PLAN · MEDFORD, MA · plan year 2023

Reported admin expense ratio · 2023
0.60%

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

Six Red Marbles, Inc. reported $62,315 in plan administrative expenses for 2023: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,429 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 fell from 0.70% to 0.65%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Massachusetts (1,773rd of 2,726), and 1,408th of 2,199 in information & media. In 2023, employees put in $2.96 for every $1.00 the employer contributed; active participation has shrunk from 202 to 79 since 2022.

Plan summary
Net assets, end of year$11,526,386
Participants with balances295
Active participants79
Employer contributions$349,908
Employee contributions$1,035,868
Employer contribution per active participant$4,429
Average account balance$39,072
Benefits paid to participants$1,000,626
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 136 accts · $115K emplr
2023$11.5M · 295 accts · $350K emplr
2022$9.2M · 255 accts · $250K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$31,520
Investment management$8,365
Total administrative$62,315
The Six Red Marbles, Inc. 401(k) match · 2023
Employer contribution per active participant$4,429
Median for plans this size$2,440
2024$1,769 per active participant
2023$4,429 per active participant
2022$1,239 per active participant

Six Red Marbles, Inc.'s 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
MERRILL LYNCH PIERCE FENNER & SMITH · Pension consulting · Investment advisory (plan)$30,795
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$23,845
THE MANDMARBLESTONE GROUP LLC · Contract administrator · Other services$7,675

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$72,810 · 0.65%
2023$62,315 · 0.60%
2022$53,938 · 0.70%
Similar plansInformation & Media · Massachusetts
Tulip Interfaces, Inc. MA$12.2M · 0.15%
Rave Wireless, Inc. MA$12.1M · 0.04%
Prx, Inc. MA$12.0M · 0.04%
Appfire Technologies, LLC MA$11.6M · 0.07%
Robin Powered, Inc. MA$11.4M · 0.40%
Digilant, Inc. MA$11.2M · 0.01%
The Switch Enterprises, LLC MA$10.8M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208771586 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.