# Marigold Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cm-acquisitions-holdings-inc-401k-plan

> Marigold Group, INC.'s 401(k) plan: 475 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [LBMC, PC](https://planprovider.pro/provider/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|—|—|—|

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