Plan Snapshot
- Plan Sponsor: Mark Andy, INC.
- Sponsor EIN: 430723392
- Sponsor Address: 18081 CHESTERFIELD AIRPORT ROAD, CHESTERFIELD, MO, 63005
- Plan Type: 401(k)
- Total Participants: 392
- Total Assets: $75.4M
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 | 392 | $75.4M | $493,772 | $2.5M |
| 2023 | 350 | $68.8M | $539,158 | $2.8M |
| 2022 | 406 | $60.0M | $605,152 | $2.9M |
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 | $58,170 | — | $58,170 |
| CREATIVE PLANNING LLC | ADVISOR | $48,000 | — | $48,000 |
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CREATIVE PLANNING LLC — ADVISOR
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,170
- Estimated Expense Ratio: 0.141% 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 | $110,231 | $52,061 | $600 | — | — |
| 2023 | $42,182 | $51,387 | — | — | — |
| 2022 | $26,543 | $3,220 | — | — | — |