# Mark Andy, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mark-andy-inc-401k-plan

> Mark Andy, INC.'s 401(k) plan: 392 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [ARMANINO LLP](https://planprovider.pro/provider/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|—|—|—|

## Similar Plans

- [Sunnen Products Company](https://planprovider.pro/companies/sunnen-products-company-plan-002) — 350 participants

- [Barry-Wehmiller Companies, INC.](https://planprovider.pro/companies/barry-wehmiller-companies-inc-401k-plan-003) — 319 participants

- [C.L. Smith Company](https://planprovider.pro/companies/c-l-smith-company-401k-plan) — 573 participants

- [Barry-Wehmiller Companies, INC.](https://planprovider.pro/companies/barry-wehmiller-companies-inc-401k-plan-002) — 5,631 participants

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

© 2026 PlanProvider.Pro