Marlette Funding 401(k) match, vesting and fees
What Marlette Funding's 401(k) plan says about matching contributions
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.
| Recordkeeper | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Deloitte (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2023 medians for 656 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Marlette Funding: employer contribution per participant | $4,419 | |
| Peer median | $2,725 |
| Marlette Funding: average balance | $52,488 | |
| Peer median | $81,447 |
| Marlette Funding: admin expenses ÷ assets | 0.41% | |
| Peer median | 0.16% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $40.6M at the end of plan year 2023.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2023 | 801 | $40.6M | $3.4M | $4,419 | 0.41% | Not published | Form 5500 ↗ |
Common questions
Does Marlette Funding match 401(k) contributions?
The match terms for the Marlette Funding, LLC 401(k) Plan have not been published from its filing yet. The plan year 2023 filing reports $3.4M in employer contributions, about $4,419 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Marlette Funding 401(k) match vested?
The vesting schedule for the Marlette Funding, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Marlette Funding 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is ADP, Inc.. The plan administrator is Marlette Funding, LLC.
I left Marlette Funding. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Marlette Funding, LLC, (302) 358-2730) or the recordkeeper, ADP, Inc.. The Marlette Funding old 401(k) page lists the contacts from every plan filing. Find an old Marlette Funding 401(k)
Data from the public Form 5500 annual reports Marlette Funding filed with the U.S. Department of Labor (plan years 2023) 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 Marlette Funding. Not financial advice. Report a correction · Methodology