Plan Snapshot
- Plan Sponsor: Marathon Health, LLC.
- Sponsor EIN: 260103977
- Sponsor Address: 10 W MARKET STREET, SUITE 2900, INDIANAPOLIS, IN, 46204
- Plan Type: DC
- Total Participants: 1,516
- Total Assets: $81.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,516 | $81.1M | $4.4M | $9.2M |
| 2023 | 1,420 | $67.8M | $3.9M | $8.0M |
| 2022 | 1,237 | $52.8M | $3.6M | $7.7M |
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 |
|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | NONE | $263,639 | — | $263,639 |
| MCSOLEY MCCOY & CO | Auditor | $263,639 | — | $263,639 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $527,278
- Estimated Expense Ratio: 0.650% 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 | $263,639 | — | — | $263,639 | — |
| 2023 | $215,951 | — | — | — | — |
| 2022 | $191,138 | — | — | — | — |