Plan Snapshot
- Plan Sponsor: Fitzmark, LLC
- Sponsor EIN: 205842234
- Sponsor Address: 950 DORMAN STREET, INDIANAPOLIS, IN, 46202
- Plan Type: 401(k)
- Total Participants: 340
- Total Assets: $16.6M
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 | 340 | $16.6M | $683,334 | $1.8M |
| 2023 | 354 | $12.8M | $677,984 | $1.6M |
| 2022 | 317 | $8.9M | $687,780 | $1.6M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $65,349 | — | $65,349 |
| JARRED BUNCH CONSULTING | INVESTMENT/FINANCIAL ADVI | $57,924 | — | $57,924 |
| DONOVAN CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,273
- Estimated Expense Ratio: 0.741% 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 | $198,437 | $57,924 | — | — | — |
| 2023 | $100,391 | $42,209 | — | — | — |
| 2022 | $97,606 | — | — | — | — |