Plan Ledger DOL Form 5500 · updated monthly

The Marshall Retail Group, LLC401(k)

MARSHALL RETAIL GROUP 401(K) RETIREMENT PLAN · LAS VEGAS, NV · plan year 2024

Reported admin expense ratio · 2024
0.95%

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

The Marshall Retail Group, LLC reported $98,560 in plan administrative expenses for 2024: 0.95% of average plan assets, higher than ~90% of peers. Employer contributions averaged $341 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 0.07% to 0.95%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 189th-largest of 437 plans among Nevada employers on file, and the 2,493rd of 5,215 in retail trade. In 2024, employees put in $3.58 for every $1.00 the employer contributed; active participation has grown from 671 to 1,178 since 2022.

Plan summary
Net assets, end of year$10,764,008
Participants with balances377
Active participants1,178
Employer contributions$401,906
Employee contributions$1,439,072
Employer contribution per active participant$341
Average account balance$28,552
Benefits paid to participants$2,281,633
Plan auditUnmodified (clean) audit opinion
AuditorVELEZ & HARDY, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 377 accts · $402K emplr
2023$9.9M · 316 accts · $278K emplr
2022$8.5M · 272 accts · $257K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$98,560
Total administrative$98,560
The The Marshall Retail Group, LLC 401(k) match · 2024
Employer contribution per active participant$341
Median for plans this size$2,416
2024$341 per active participant
2023$338 per active participant
2022$383 per active participant

The Marshall Retail Group, LLC's 2024 employer contribution ran below the $2,416 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 · 20245
THE RETIREMENT ADVANTAGE · Contract administrator$16,784
EMPOWER ADVISORY GROUP, LLC · Investment management$5,224
MORNINGSTAR INC ASSOCIATES LLC$4,036
LPL FINANCIAL LLCindirect comp

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$98,560 · 0.95%
2023$12,037 · 0.13%
2022$6,603 · 0.07%
Same employer
Similar plansRetail Trade · Nevada
Friendly Ford NV$20.2M · 0.38%
Bill Pearce Motors, Inc. NV$17.3M · 0.22%
AG1 USA Inc. NV$12.8M · 0.30%
Champion Chevrolet NV$10.7M · 0.38%
Star Nursery, Inc. NV$9.3M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562305713 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.