Plan Snapshot
- Plan Sponsor: Marcorp Limited
- Sponsor EIN: 521376214
- Sponsor Address: 5719 YORK ROAD, BALTIMORE, MD, 212123634
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 113 | $3.2M | $56,488 | $231,391 |
| 2023 | 121 | $2.8M | $55,549 | $226,115 |
| 2022 | 108 | $2.5M | $50,513 | $203,339 |
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 |
|---|---|---|---|---|
| BETHKE CPA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BETHKE CPA, LLC — 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 | $10,877 | $8,687 | $2,190 | — | — |
| 2023 | $10,498 | $7,138 | $3,360 | — | — |
| 2022 | $12,198 | $7,385 | $4,813 | — | — |