# Marco, INC. 401(k) Plan
Source: https://planprovider.pro/companies/marco-inc-401k-plan

> Marco, INC.'s 401(k) plan: 1,273 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$121,082|—|$121,082|

| LEDGE WEALTH MANAGEMENT INC|ADVISOR|$54,599|—|$54,599|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $175,681

- **Estimated Expense Ratio:** 0.116% 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|$175,582|$54,599|—|—|—|

| 2023|$151,332|$54,679|$300|—|—|

| 2022|$140,530|—|—|—|—|

## Similar Plans

- [Metro Sales, INC.](https://planprovider.pro/companies/metro-sales-inc-401k-plan) — 312 participants

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