Plan Snapshot
- Plan Sponsor: Marigold Group, INC.
- Sponsor EIN: 822867962
- Sponsor Address: 11 LEA AVENUE, NASHVILLE, TN, 37210
- Plan Type: 401(k)
- Total Participants: 475
- Total Assets: $76.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 475 | $76.7M | $1.3M | $4.9M |
| 2023 | 502 | $70.7M | $1.6M | $5.3M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE | RECORDKEEPER | $115,276 | — | $115,276 |
| SHERIDAN ROAD ADVISORS | RIA | $86,457 | — | $86,457 |
| ACCESS RETIREMENT SERVICES LLC | TPA | $15,030 | — | $15,030 |
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE — RECORDKEEPER
- LBMC, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $216,763
- Estimated Expense Ratio: 0.283% 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 | $233,374 | $218,344 | — | — | — |
| 2023 | $166,793 | $75,879 | — | — | — |