Plan Snapshot
- Plan Sponsor: Marcal South, LLC
- Sponsor EIN: 884339359
- Sponsor Address: ONE MARKET STREET, ELMWOOD PARK, NJ, 07407
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $741,042 | $1.1M |
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 |
|---|---|---|---|---|
| QUALIFIED PLAN ADMINISTRATORS, INC. | Recordkeeper | $33,516 | $613 | $34,129 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $32,427 | — | $32,427 |
| TRUOG-RYDING COMPANY INC | Recordkeeper | $9,465 | — | $9,465 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $7,974 | — | $7,974 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,995
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 |
|---|---|---|---|---|---|
| 2023 | $72,399 | — | $72,399 | — | — |