# Marcus & Millichap, INC. 401(k) Plan
Source: https://planprovider.pro/companies/marcus-millichap-inc-401k-plan

> Marcus & Millichap, INC.'s 401(k) plan: 836 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Marcus & Millichap, INC.

- **Sponsor EIN:** 352478370

- **Sponsor Address:** 23975 PARK SORRENTO,, CALABASAS, CA, 91302

- **Plan Type:** 401(k)

- **Total Participants:** 836

- **Total Assets:** $67.1M

## 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|836|$67.1M|$2.1M|$5.7M|

| 2023|832|$54.0M|$978,356|$5.0M|

| 2022|854|$45.3M|$2.0M|$5.3M|

## 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|

| COHNREZNICK LLP|Auditor|$22,951|—|$22,951|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $22,951

- **Estimated Expense Ratio:** 0.034% 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|$122,671|$29,379|—|$22,951|—|

| 2023|$12,162|—|—|—|—|

| 2022|$15,059|—|$15,059|—|—|

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