# Marian, INC. 401(k) Plan
Source: https://planprovider.pro/companies/marian-inc-900715685-001

> Marian, INC.&#39;s 401(k) plan: 290 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Marian, INC.

- **Sponsor EIN:** 900715685

- **Sponsor Address:** 1011 E. SAINT CLAIR ST., INDIANAPOLIS, IN, 46202

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

- **Plan Number:** 001

- **Total Participants:** 290

- **Total Assets:** $51.6M

## 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|290|$51.6M|$1.9M|$2.1M|

| 2023|256|$41.2M|$196,442|$459,371|

| 2022|254|$39.8M|$1.5M|$2.0M|

## 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|

| KSM BUSINESS SERVICES INC|Other Service Provider|$22,500|—|$22,500|

| SHEPHERD FINANCIAL INVESTMENT ADVIS|Investment Advisor|$21,320|—|$21,320|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $43,820

- **Estimated Expense Ratio:** 0.085% 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|$45,943|$21,320|—|—|—|

| 2023|$5,725|—|$5,725|—|—|

| 2022|$40,759|—|$40,759|—|—|

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