Plan Snapshot
- Plan Sponsor: Marion Ag Service, INC
- Sponsor EIN: 930656461
- Sponsor Address: 7746 ST. PAUL HIGHWAY, NE, ST. PAUL, OR, 97137
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $16.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 117 | $16.5M | $381,653 | $679,640 |
| 2023 | 106 | $15.0M | $353,034 | $618,278 |
| 2022 | 105 | $12.7M | $336,086 | $571,002 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $89,003 | $88,493 | — | — | — |
| 2023 | $80,946 | $80,426 | — | — | — |
| 2022 | $77,913 | $77,788 | $125 | — | — |