# Mark-Taylor Development, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mark-taylor-development-inc-401k-plan

> Mark-Taylor Development, INC.&#39;s 401(k) plan: 785 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mark-Taylor Development, INC.

- **Sponsor EIN:** 860533236

- **Sponsor Address:** 6623 N. SCOTTSDALE RD, SCOTTSDALE, AZ, 85250

- **Plan Type:** 401(k)

- **Total Participants:** 785

- **Total Assets:** $19.9M

## 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|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|

| GLOBAL RETIREMENT PARTNERS, LLC|NONE|$42,582|—|$42,582|

| JOHN HANCOCK RETIREMENT PLAN SVCS.|NONE|$40,526|—|$40,526|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GLOBAL RETIREMENT PARTNERS, LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — NONE

- [JOHN HANCOCK RETIREMENT PLAN SVCS.](https://planprovider.pro/provider/john-hancock) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $83,108

- **Estimated Expense Ratio:** 0.418% 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|$83,108|$45,019|$38,089|—|—|

| 2023|$68,389|$36,747|$31,642|—|—|

| 2022|$60,718|$34,343|$26,375|—|—|

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

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