Plan Snapshot
- Plan Sponsor: Marelli North America, INC.
- Sponsor EIN: 621151687
- Sponsor Address: ONE CALSONIC WAY,, SHELBYVILLE, TN, 37160
- Plan Type: 401(k)
- Total Participants: 2,290
- Total Assets: $218.5M
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 | 2,290 | $218.5M | $5.3M | $8.1M |
| 2023 | 2,773 | $203.2M | $5.8M | $8.2M |
| 2022 | 3,050 | $192.3M | $5.9M | $8.9M |
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 | $75,006 | — | $75,006 |
| M HOLDINGS SECURITIES INC | ADVISOR | $74,847 | — | $74,847 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $39,985 | — | $39,985 |
| FORVIS MAZARS, LLP. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- FORVIS MAZARS, LLP. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $189,838
- Estimated Expense Ratio: 0.087% 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 | $189,474 | $114,832 | $1,500 | — | — |
| 2023 | $154,106 | $35,263 | $300 | — | — |
| 2022 | $239,889 | $31,966 | — | — | — |