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

> Mark/Trece, INC.'s 401(k) plan: 171 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Mark/Trece, INC.

- **Sponsor EIN:** 520782923

- **Sponsor Address:** 2001 STOCKTON ROAD, JOPPA, MD, 21085

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

- **Total Participants:** 171

- **Total Assets:** $11.7M

## 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.|

| 2023|171|$11.7M|$126,021|$523,987|

| 2022|166|$9.6M|$115,681|$496,500|

## 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|

| GORFINE SCHILLER & GARDYN PA|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GORFINE SCHILLER & GARDYN PA](https://planprovider.pro/provider/gorfine-schiller-and-gardyn-pa) — Auditor

## 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|

| 2023|$27,355|$25,155|—|—|—|

| 2022|$53,601|—|—|—|—|

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