Midan Marketing 401(k) match, vesting and fees
What Midan Marketing'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Greerwalker LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 173,170 defined-contribution plans in professional, scientific, and technical services with fewer than 100 participants.
| Midan Marketing: employer contribution per participant | $126 | |
| Peer median | $2,367 |
| Midan Marketing: average balance | $124,056 | |
| Peer median | $65,744 |
| Midan Marketing: admin expenses ÷ assets | 0.79% | |
| Peer median | 0.38% |
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 $10.6M at the end of plan year 2021 to $8.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 78 | $8.9M | $9,073 | $126 | 0.79% | Not published | Form 5500 ↗ |
| 2023 | 123 | $10.4M | $786K | $6,773 | 0.81% | Not published | Form 5500 ↗ |
| 2022 | 154 | $9.2M | $785K | $5,949 | 0.80% | Not published | Form 5500 ↗ |
| 2021 | 125 | $10.6M | $741K | $6,503 | 0.87% | Not published | 5500-SF ↗ |
Other Midan Marketing plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Midan Marketing Inc. Employee Stock Ownership Plan
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.
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Midan Marketing, LLC Cash Balance Plan
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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Midan Marketing match 401(k) contributions?
The match terms for the Midan Marketing, LLC Employees Savings Trust have not been published from its filing yet. The plan year 2024 filing reports $9,073 in employer contributions, about $126 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Midan Marketing 401(k) match vested?
The vesting schedule for the Midan Marketing, LLC Employees Savings Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Midan Marketing 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Midan Marketing, Inc..
I left Midan Marketing. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Midan Marketing, Inc., (704) 664-6328) or the recordkeeper, Principal Life Insurance Company. The Midan Marketing old 401(k) page lists the contacts from every plan filing. Find an old Midan Marketing 401(k)
Data from the public Form 5500 annual reports Midan 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 Midan Marketing. Not financial advice. Report a correction · Methodology