Plan Snapshot
- Plan Sponsor: Marco Display Specialists
- Sponsor EIN: 752050871
- Sponsor Address: 3209 MARQUITA DRIVE, FORT WORTH, TX, 76121
- Plan Type: 401(k)
- Total Participants: 234
- Total Assets: $5.7M
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 | 234 | $5.7M | $163,774 | $533,446 |
| 2023 | 261 | $5.0M | $59,630 | $438,438 |
| 2022 | 387 | $4.5M | $0 | $506,361 |
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 |
|---|---|---|---|---|
| SWAIM ACCOUNTING SERVICES, INC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $27,612 | $9,139 | — | — | — |
| 2023 | $20,525 | $8,492 | — | — | — |
| 2022 | $23,145 | — | — | — | — |