# C. F. Martin & Co. INC. 401(k) Plan
Source: https://planprovider.pro/companies/c-f-martin-co-inc-401k-plan-009

> C. F. Martin & Co. INC.'s 401(k) plan: 559 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** C. F. Martin & Co. INC.

- **Sponsor EIN:** 240654010

- **Sponsor Address:** 510 SYCAMORE STREET, NAZARETH, PA, 18064

- **Plan Type:** 401(k)

- **Total Participants:** 559

- **Total Assets:** $115.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|559|$115.0M|$1.4M|$1.9M|

| 2023|192|$66.1M|$1.0M|$1.7M|

| 2022|174|$62.4M|$965,123|$1.5M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|NONE|$134,228|—|$134,228|

| CAPFINANCIAL PARTNERS LLC DBA CAPTR|NONE|$52,900|—|$52,900|

| RKL LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RKL LLP](https://planprovider.pro/provider/rkl-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $187,128

- **Estimated Expense Ratio:** 0.163% 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|$188,728|$54,500|—|—|—|

| 2023|$142,533|$70,268|—|—|—|

| 2022|$152,677|$142,481|$2,371|—|$1,600|

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