Plan Snapshot
- Plan Sponsor: Mark-Taylor Development, INC.
- Sponsor EIN: 860533236
- Sponsor Address: 6623 N. SCOTTSDALE RD, SCOTTSDALE, AZ, 85250
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,010
- Total Assets: $26.1M
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. |
|---|---|---|---|---|
| 2025 | 1,010 | $26.1M | $0 | $0 |
| 2024 | 785 | $19.9M | $635,598 | $1.9M |
| 2023 | 643 | $17.0M | $556,461 | $1.6M |
| 2022 | 579 | $13.3M | $512,162 | $1.3M |
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 |
|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS, LLC | Other Service Provider | $52,225 | — | $52,225 |
| JOHN HANCOCK RETIREMENT PLAN SVCS. | Other Service Provider | $50,998 | — | $50,998 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,223
- Estimated Expense Ratio: 0.396% 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 |
|---|---|---|---|---|---|
| 2025 | $1,493,062 | $56,218 | $47,005 | — | — |
| 2024 | $83,108 | $45,019 | $38,089 | — | — |
| 2023 | $68,389 | $36,747 | $31,642 | — | — |
| 2022 | $60,718 | $34,343 | $26,375 | — | — |