Department of Labor filing

MARKETING ALLIANCE GROUP, INC.

MARKETING ALLIANCE GROUP 401K RETIREMENT PLAN · For the plan year ended Dec 31, 2023

Public filing 2023 · received Aug 20, 2024Verified current terms Not available

Plan at a glance

How good does the filing look?

39filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$543

Reported employer contributions per active participant.

Higher than about 18% of comparable plans

#People in the filing

1,009

Active participants reported for 2023.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$34 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 88% of comparable plans

↗Investment performance

Not available

Plan assets changed 15.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202339out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions18th percentileTypical peer $1,558 · based on 39 comparable plans

Lower reported administrative expense88th percentileTypical peer $87 · based on 40 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2023, MARKETING ALLIANCE GROUP, INC. reported $548,196 in employer contributions across the plan and 1,009 active participants. That works out to $543 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy92%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 44.9%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 18.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context39/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $548,196
Participant contributions: $2,110,735
Other contributions: $107,453
Employer share of reported contributions: 20.6%
Beginning assets: $15,833,125
Ending assets: $18,276,644
Ending net assets: $18,276,644
Ending liabilities: $0
Total income: $5,246,975
Total expenses: $2,803,456
Administrative expenses: $39,436
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$987

2023

$543

Plan-paid administrative expenses per participant

2022

$42

2023

$34

Active participants

2022

949

2023

1,009

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2023	$543	1,009	18.3M	20240820151437NAL0004422272001
2022	$987	949	15.8M	20231010082638NAL0036638016001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 582369193-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1986
Industry: Industry group 323
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
PRINCIPAL LIFE INSURANCE COMPANY	2023	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20240820151437NAL0004422272001

Data sourceDOL Form 5500 bulk data ↗

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