Gen3 Marketing 401(k) match, vesting and fees

Plan year 2025 filingGen3 Marketing, LLC 401(k) Plan · Plan 001 · EIN 20-5304445Updated Oct 2026

What Gen3 Marketing's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $259K in employer contributions, about $2,004 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$65,915
Average account balance
129
Participants (end of year)
$8.5M
Plan assets (end of year)
1.02%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperThe Mandmarblestone Group LLCSchedule C ↗
Independent auditorCaron & Bletzer, PLLC (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.

Gen3 Marketing: employer contribution per participant$2,004
Peer median$2,719
Gen3 Marketing: average balance$65,915
Peer median$85,424
Gen3 Marketing: admin expenses ÷ assets1.02%
Peer median0.27%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $4.5M at the end of plan year 2021 to $8.5M at the end of plan year 2025.

$4.5M2021$4.4M2022$5.9M2023$7.1M2024$8.5M2025
End-of-year figures from each plan year's Form 5500 filing for the Gen3 Marketing plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025129$8.5M$259K$2,0041.02%Not publishedForm 5500 ↗
2024159$7.1M$261K$1,6390.89%Not publishedForm 5500 ↗
2023187$5.9M$281K$1,5021.03%Not publishedForm 5500 ↗
2022178$4.4M$238K$1,3371.05%Not publishedForm 5500 ↗
2021124$4.5M$162K$1,4751.27%Not published5500-SF ↗

Common questions

Does Gen3 Marketing match 401(k) contributions?

The match terms for the Gen3 Marketing, LLC 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $259K in employer contributions, about $2,004 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Gen3 Marketing 401(k) match vested?

The vesting schedule for the Gen3 Marketing, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Gen3 Marketing 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is The Mandmarblestone Group LLC. The plan administrator is Gen3 Marketing, LLC.

I left Gen3 Marketing. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Gen3 Marketing, LLC, (215) 383-0951) or the recordkeeper, The Mandmarblestone Group LLC. The Gen3 Marketing old 401(k) page lists the contacts from every plan filing. Find an old Gen3 Marketing 401(k)

Data from the public Form 5500 annual reports Gen3 Marketing filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Gen3 Marketing. Not financial advice. Report a correction · Methodology