Plan Snapshot
- Plan Sponsor: Marathon Cheese Corporation
- Sponsor EIN: 390873270
- Sponsor Address: 304 EAST STREET, MARATHON, WI, 544480185
- Plan Type: 401(k)
- Total Participants: 2,109
- Total Assets: $205.5M
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 | 2,109 | $205.5M | $2.9M | $10.8M |
| 2023 | 2,199 | $187.6M | $2.9M | $10.5M |
| 2022 | 2,075 | $164.9M | $2.8M | $10.1M |
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 |
|---|---|---|---|---|
| MILLIMAN, INC. | Recordkeeper | $212,994 | — | $212,994 |
| ORGEL WEALTH MANAGEMENT, LLC | Other Service Provider | $153,964 | — | $153,964 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | $35,210 | — | $35,210 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- CHARLES SCHWAB TRUST BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $402,168
- Estimated Expense Ratio: 0.196% 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 | $402,168 | $153,964 | — | — | — |
| 2023 | $440,818 | $300,023 | — | — | — |
| 2022 | $437,442 | $135,968 | — | — | — |