# Fitzmark, LLC 401(k) Plan
Source: https://planprovider.pro/companies/fitzmark-llc-401k-plan

> Fitzmark, LLC's 401(k) plan: 340 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — 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|—|—|—|—|

## Similar Plans

- [Board Of Trustees Of The Indiana Teamsters Pension Plan](https://planprovider.pro/companies/board-of-trustees-of-the-indiana-teamsters-pension-plan-plan) — 1,283 participants

- [Carter Express, INC.](https://planprovider.pro/companies/carter-express-inc-401k-plan) — 2,052 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fitzmark-llc-401k-plan)

© 2026 PlanProvider.Pro