Plan Snapshot
- Plan Sponsor: Marion Environmental, INC.
- Sponsor EIN: 621472843
- Sponsor Address: 115 PARMENAS LANE, CHATTANOOGA, TN, 37405
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $12.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 163 | $12.8M | $414,945 | $931,341 |
| 2023 | 151 | $11.1M | $389,090 | $855,040 |
| 2022 | 141 | $8.7M | $342,372 | $758,336 |
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 |
|---|---|---|---|---|
| HENDERSON HUTCHERSON MCCULLOUGH | Auditor | — | — | $0 |
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 | $42,195 | — | — | — | — |
| 2023 | $34,960 | — | — | — | — |
| 2022 | $30,058 | — | — | — | — |