Plan Snapshot
- Plan Sponsor: Board Of Trustees - Marc Pension Plan
- Sponsor EIN: 526051388
- Sponsor Address: 6710 OXON HILL ROAD, SUITE 450, OXON HILL, MD, 207451195
- Plan Type: DB
- Total Participants: 2,637
- Total Assets: $574.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,637 | $574.6M | $27.5M | $0 |
| 2023 | 3,948 | $556.7M | $23.5M | $0 |
| 2022 | 4,071 | $554.0M | $29.1M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC. | Auditor | $85,741 | — | $85,741 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP, PLLC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,741
- Estimated Expense Ratio: 0.015% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $4,384,959 | $3,013,948 | $215,690 | $85,741 | — |
| 2023 | $3,604,685 | $1,637,613 | $828,276 | $38,489 | — |
| 2022 | $3,559,608 | $1,706,945 | $984,561 | — | $370,271 |