Plan Snapshot
- Plan Sponsor: Marco, INC.
- Sponsor EIN: 410991721
- Sponsor Address: 4510 HEATHERWOOD ROAD, ST. CLOUD, MN, 56301
- Plan Type: 401(k)
- Total Participants: 1,273
- Total Assets: $151.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,273 | $151.4M | $4.7M | $8.6M |
| 2023 | 1,177 | $128.7M | $4.4M | $8.0M |
| 2022 | 1,118 | $103.5M | $4.1M | $7.5M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $175,582 | $54,599 | — | — | — |
| 2023 | $151,332 | $54,679 | $300 | — | — |
| 2022 | $140,530 | — | — | — | — |