# Marelli North America, INC. 401(k) Plan
Source: https://planprovider.pro/companies/marelli-north-america-inc-401k-plan

> Marelli North America, INC.'s 401(k) plan: 2,290 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FORVIS MAZARS, LLP.](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/marelli-north-america-inc-401k-plan)

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