# Mark Vii Equipment INC. 401(k) Plan
Source: https://planprovider.pro/companies/mark-vii-equipment-inc-401k-plan

> Mark Vii Equipment INC.'s 401(k) plan: 221 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$28,250|—|$28,250|

| ASCENSUS HOLDINGS INCDBA FUTUREPLAN|CONTRACT ADMIN|$20,186|—|$20,186|

| MORGAN STANLEY|INVESTMENT ADVISOR|$17,407|—|$17,407|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MANAGEMENT|$8,214|—|$8,214|

| BROCK AND COMPANY, CPAS, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [BROCK AND COMPANY, CPAS, P.C.](https://planprovider.pro/provider/brock-and-company-cpas-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $74,057

- **Estimated Expense Ratio:** 0.801% 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|$76,197|$25,621|$20,186|—|—|

| 2023|$74,431|$28,360|$19,135|—|—|

| 2022|$74,978|$23,482|$16,056|—|—|

## Similar Plans

- [Woodward, INC.](https://planprovider.pro/companies/woodward-inc-plan-006) — 216 participants

- [Leitner Poma Of America, INC](https://planprovider.pro/companies/leitner-poma-of-america-inc-401k-plan) — 206 participants

- [Cerapedics, INC.](https://planprovider.pro/companies/cerapedics-inc-401k-plan) — 201 participants

- [In-Situ, INC.](https://planprovider.pro/companies/in-situ-inc-401k-plan) — 189 participants

- [Wright & Mcgill Company](https://planprovider.pro/companies/wright-mcgill-company-401k-plan) — 180 participants

- [Oralabs, INC.](https://planprovider.pro/companies/oralabs-inc-401k-plan) — 179 participants

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

© 2026 PlanProvider.Pro