Employers › Martin/Martin
Recordkeeping fees per participant · Martin/martin, Inc. 401(k) Plan · plan year 2024
$41.03
Higher than 30% of the 5,847 plans $50 to 250M that report it.
= $17,846 / 435
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251007125811NAL0002478499001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007125811NAL0002478499001, received 2025-10-07
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-07.
Administrative expenses excluding investment management, per participant
$42.40
Higher than 22% of the 8,758 plans $50 to 250M that report it.
= $18,446 / 435
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251007125811NAL0002478499001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007125811NAL0002478499001, received 2025-10-07
Administrative expenses per participant
$136.44
Higher than 52% of the 9,042 plans $50 to 250M that report it.
= $59,353 / 435
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007125811NAL0002478499001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007125811NAL0002478499001, received 2025-10-07
Administrative expenses as a share of assets
0.066%
Higher than 26% of the 9,049 plans $50 to 250M that report it.
= $59,353 / $90,135,144
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007125811NAL0002478499001, received 2025-10-07
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251007125811NAL0002478499001, received 2025-10-07
Employer contributions per participant
$4,140
Higher than 70% of the 9,105 plans $50 to 250M that report it.
= $1,800,781 / 435
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007125811NAL0002478499001, received 2025-10-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007125811NAL0002478499001, received 2025-10-07
Employer share of total contributions
24.2%
Higher than 32% of the 9,112 plans $50 to 250M that report it.
= $1,800,781 / $7,426,452
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007125811NAL0002478499001, received 2025-10-07
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251007125811NAL0002478499001, received 2025-10-07
Plan terms are not published in public filings.
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3H controlled-group sponsor · 2E profit-sharing · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251007125811NAL0002478499001, received 2025-10-07
| Field | Value | Source |
|---|---|---|
| Plan sponsor | MARTIN/MARTIN, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Plan name | MARTIN/MARTIN, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Sponsor EIN / plan number | 84-1093281 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Sponsor location | LAKEWOOD, CO | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Industry (business code) | 541330, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Filing received | 2025-10-07 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Participants, beginning of year | 455 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Active participants | 371 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Participants, end of year | 464 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Participants with an account balance | 435 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Total assets, beginning of year | $77,360,809 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Total assets, end of year | $90,135,144 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Net assets, end of year | $90,135,144 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Total income | $20,482,382 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Net income | $12,672,881 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Employer contributions | $1,800,781 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Participant contributions | $3,910,724 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Other contributions (incl. rollovers) | $1,714,947 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Total contributions | $7,426,452 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Benefit payments | $7,750,148 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Total expenses (incl. benefit payments) | $7,809,501 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Total administrative expenses | $59,353 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Contract administrator fees | $600 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Recordkeeping fees | $17,846 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Investment advisory and management fees | $40,907 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Administrative expenses excluding investment management | $18,446 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Held in common/collective trusts | $27,722,249 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Held in mutual funds | $57,906,962 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251007125811NAL0002478499001, received 2025-10-07 |
| Independent auditor | CLIFTONLARSONALLEN LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251007125811NAL0002478499001, received 2025-10-07 |
Position = column in the DOL layout for form year 2024. Filing 20251007125811NAL0002478499001, received 2025-10-07.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| BFSG, LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $20,625 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $18,446 | yes |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $13,407 | no |
| BFSG LLC | ADVISOR | 27 Investment advisory (plan) | $6,875 | no |
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 20251007125811NAL0002478499001, received 2025-10-07.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $77,360,809 | $90,135,144 | 16.5% |
| Participants with a balance | 414 | 435 | 5.1% |
| Administrative expenses | $3,127 | $59,353 | 1798.1% |
| Recordkeeping fees per participant | $5.95 | $41.03 | 589.6% |
| Employer contributions | $32,416 | $1,800,781 | 5455.2% |
Prior filing 20241011102058NAL0022558305001, received 2024-10-11; the plan years are contiguous.
Sponsor name as filed: MARTIN/MARTIN, INC.; SEC registrant: Martin/Martin, Inc. (CIK 1725446, matched by EIN).