Plan Snapshot
- Plan Sponsor: Marek Shared Services LLC
- Sponsor EIN: 872364318
- Sponsor Address: 3539 OAK FOREST DRIVE, HOUSTON, TX, 77018
- Plan Type: 401(k)
- Total Participants: 1,297
- Total Assets: $116.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,297 | $116.8M | $1.1M | $6.8M |
| 2023 | 1,311 | $103.1M | $1.1M | $6.5M |
| 2022 | 1,316 | $89.4M | $1.1M | $6.0M |
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 |
|---|---|---|---|---|
| BENEFIT PLANS ADMINSTRATIVE SERVICE | NONE | $66,751 | — | $66,751 |
| LAPORTE APAC, CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT PLANS ADMINSTRATIVE SERVICE — NONE
- LAPORTE APAC, CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,751
- Estimated Expense Ratio: 0.057% 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 | $66,751 | — | $66,751 | — | — |
| 2023 | $63,826 | — | $63,826 | — | — |
| 2022 | $65,030 | — | $65,030 | — | — |