Plan Snapshot
- Plan Sponsor: Marathon Coach, INC.
- Sponsor EIN: 931104323
- Sponsor Address: 91333 COBURG INDUSTRIAL WAY, COBURG, OR, 97408
- Plan Type: 401(k)
- Total Participants: 214
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 214 | $7.8M | $104,387 | $386,235 |
| 2023 | 206 | $7.2M | $101,175 | $371,433 |
| 2022 | 193 | $6.2M | $102,317 | $437,796 |
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 |
|---|---|---|---|---|
| ZUNA, LLC | INVESTMENT ADVISOR | $18,497 | — | $18,497 |
| KERNUTT STOKES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERNUTT STOKES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,497
- Estimated Expense Ratio: 0.238% 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 | $54,584 | $18,497 | $23,234 | — | — |
| 2023 | $55,431 | $16,656 | $22,321 | — | — |
| 2022 | $56,916 | $15,641 | $24,173 | — | $17,102 |