401k Record

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Marketing Evolution 401(k)

Recordkeeping fees per participant · Marketing Evolution 401(k) Profit Sharing Plan & Trust · plan year 2023

$253.06

Higher than 96% of the 8,500 plans $1 to 10M that report it.

Source

= $22,016 / 87
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20240930053008NAL0005378609001, received 2024-09-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240930053008NAL0005378609001, received 2024-09-30

10th: $8.53median $58.0190th: $178.81

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2023-01-01 to 2023-12-31, filing received 2024-09-30.

Cost and contributions

Administrative expenses excluding investment management, per participant

$253.06

10th: $10.83median $92.8690th: $271.69

Higher than 88% of the 17,126 plans $1 to 10M that report it.

Source

= $22,016 / 87
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20240930053008NAL0005378609001, received 2024-09-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240930053008NAL0005378609001, received 2024-09-30

Administrative expenses per participant

$431.95

10th: $16.05median $134.8990th: $338.53

Higher than 96% of the 17,762 plans $1 to 10M that report it.

Source

= $37,580 / 87
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20240930053008NAL0005378609001, received 2024-09-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240930053008NAL0005378609001, received 2024-09-30

Administrative expenses as a share of assets

0.676%

10th: 0.056%median 0.483%90th: 1.081%

Higher than 69% of the 17,798 plans $1 to 10M that report it.

Source

= $37,580 / $5,560,711
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20240930053008NAL0005378609001, received 2024-09-30
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20240930053008NAL0005378609001, received 2024-09-30

Employer contributions per participant

$802

10th: $347median $1,29490th: $2,822

Higher than 29% of the 15,688 plans $1 to 10M that report it.

Source

= $69,761 / 87
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20240930053008NAL0005378609001, received 2024-09-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240930053008NAL0005378609001, received 2024-09-30

Employer share of total contributions

21.0%

10th: 11.8%median 28.6%90th: 43.4%

Higher than 28% of the 15,721 plans $1 to 10M that report it.

Source

= $69,761 / $332,495
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20240930053008NAL0005378609001, received 2024-09-30
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20240930053008NAL0005378609001, received 2024-09-30

Plan terms, as stated in Marketing Evolution, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20240930053008NAL0005378609001, received 2024-09-30

Full record, Marketing Evolution 401(k) Profit Sharing Plan & Trust

FieldValueSource
Plan sponsorMARKETING EVOLUTION INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20240930053008NAL0005378609001, received 2024-09-30
Plan nameMARKETING EVOLUTION 401(K) PROFIT SHARING PLAN & TRUSTForm 5500, line 1a; PLAN_NAME pos 16; filing 20240930053008NAL0005378609001, received 2024-09-30
Sponsor EIN / plan number20-4580791 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20240930053008NAL0005378609001, received 2024-09-30
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20240930053008NAL0005378609001, received 2024-09-30
Sponsor locationNEW YORK, NYForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20240930053008NAL0005378609001, received 2024-09-30
Industry (business code)541910, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20240930053008NAL0005378609001, received 2024-09-30
Plan year2023-01-01 to 2023-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20240930053008NAL0005378609001, received 2024-09-30
Filing received2024-09-30Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20240930053008NAL0005378609001, received 2024-09-30
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20240930053008NAL0005378609001, received 2024-09-30
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20240930053008NAL0005378609001, received 2024-09-30
Participants, beginning of year115Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20240930053008NAL0005378609001, received 2024-09-30
Active participants29Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20240930053008NAL0005378609001, received 2024-09-30
Participants, end of year91Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20240930053008NAL0005378609001, received 2024-09-30
Participants with an account balance87Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240930053008NAL0005378609001, received 2024-09-30
Total assets, beginning of year$5,370,736Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20240930053008NAL0005378609001, received 2024-09-30
Total assets, end of year$5,560,711Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20240930053008NAL0005378609001, received 2024-09-30
Net assets, end of year$5,560,711Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20240930053008NAL0005378609001, received 2024-09-30
Total income$1,272,389Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20240930053008NAL0005378609001, received 2024-09-30
Net income$189,975Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20240930053008NAL0005378609001, received 2024-09-30
Employer contributions$69,761Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20240930053008NAL0005378609001, received 2024-09-30
Participant contributions$262,734Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20240930053008NAL0005378609001, received 2024-09-30
Total contributions$332,495Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20240930053008NAL0005378609001, received 2024-09-30
Benefit payments$1,044,834Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20240930053008NAL0005378609001, received 2024-09-30
Total expenses (incl. benefit payments)$1,082,414Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20240930053008NAL0005378609001, received 2024-09-30
Total administrative expenses$37,580Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20240930053008NAL0005378609001, received 2024-09-30
Recordkeeping fees$22,016Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20240930053008NAL0005378609001, received 2024-09-30
Investment advisory and management fees$15,564Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20240930053008NAL0005378609001, received 2024-09-30
Administrative expenses excluding investment management$22,016derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20240930053008NAL0005378609001, received 2024-09-30
Held in mutual funds$5,529,009Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20240930053008NAL0005378609001, received 2024-09-30
Independent auditorFRANK RIMERMAN LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20240930053008NAL0005378609001, received 2024-09-30

Position = column in the DOL layout for form year 2023. Filing 20240930053008NAL0005378609001, received 2024-09-30.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
ADP, INC.recordkeeperRECORD KEEPER 15 Recordkeeping and information management; 50 Direct payment from the plan; 64 Recordkeeping fees $22,015yes
MERRILL LYNCH PIERCE FENNER & SMITHrecordkeeperINVESTMENT ADVISOR 15 Recordkeeping and information management; 17 Consulting (pension); 50 Direct payment from the plan; 64 Recordkeeping fees; 70 Consulting fees $15,564no
ADP BROKER-DEALERrecordkeeperRECORD KEEPER 49 Other services; 99 Other fees $0yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20240930053008NAL0005378609001, received 2024-09-30.

No filing for the previous plan year is in the data, so there is no year-over-year comparison.

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Sponsor name as filed: MARKETING EVOLUTION INC.; SEC registrant: Marketing Evolution, Inc. (CIK 1697038, matched by EIN).