Plan Snapshot
- Plan Sponsor: Mark Vii Equipment INC.
- Sponsor EIN: 204119372
- Sponsor Address: 5981 TENNYSON STREET, ARVADA, CO, 80003
- Plan Type: 401(k)
- Total Participants: 221
- Total Assets: $9.2M
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 | 221 | $9.2M | $259,485 | $863,825 |
| 2023 | 209 | $10.1M | $292,730 | $881,625 |
| 2022 | 240 | $9.0M | $224,596 | $940,667 |
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 |
|---|---|---|---|---|
| BROCK AND COMPANY, CPAS, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROCK AND COMPANY, CPAS, P.C. — 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 |
|---|---|---|---|---|---|
| 2024 | $76,197 | $25,621 | $20,186 | — | — |
| 2023 | $74,431 | $28,360 | $19,135 | — | — |
| 2022 | $74,978 | $23,482 | $16,056 | — | — |