# Hill & Markes, LLC. 401(k) Plan
Source: https://planprovider.pro/companies/hill-markes-llc-401k-plan

> Hill & Markes, LLC.'s 401(k) plan: 165 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hill & Markes, LLC.

- **Sponsor EIN:** 140751030

- **Sponsor Address:** 1997 STATE HIGHWAY 5S, AMSTERDAM, NY, 12010

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

- **Total Participants:** 165

- **Total Assets:** $8.6M

## 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|165|$8.6M|$128,540|$786,358|

| 2023|183|$9.2M|$143,934|$862,932|

| 2022|189|$8.9M|$125,102|$790,333|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$24,299|—|$24,299|

| ORENDA RETIRMENT, LLC|CONTRACT ADMINISTRATOR|$5,400|$3,052|$8,452|

| M HOLDINGS SECURITIES|INVESTMENT ADVISORY|—|$8,232|$8,232|

| MENGEL,METZGER,BARR & CO. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MENGEL,METZGER,BARR & CO. LLP](https://planprovider.pro/provider/mengel-metzger-barr-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $40,983

- **Estimated Expense Ratio:** 0.478% 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|$29,699|—|$29,699|—|—|

| 2023|$27,459|—|$27,459|—|—|

| 2022|$29,009|—|$29,009|—|—|

## Similar Plans

- [Tom Ford Retail LLC](https://planprovider.pro/companies/tom-ford-retail-llc-401k-plan) — 150 participants

- [Eaglemaster Signs & Awards, INC.](https://planprovider.pro/companies/eaglemaster-signs-awards-inc-plan) — 16 participants

- [P & M Trading, INC.](https://planprovider.pro/companies/p-m-trading-inc-plan) — 2 participants

- [Wildcat Mobility, INC.](https://planprovider.pro/companies/wildcat-mobility-inc-401k-plan) — 1 participants

- [S Klahr INC](https://planprovider.pro/companies/s-klahr-inc-plan) — 1 participants

- [Thamarapalli, INC.](https://planprovider.pro/companies/thamarapalli-inc-401k-plan) — 0 participants

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

© 2026 PlanProvider.Pro