Plan Snapshot
- Plan Sponsor: Mark43, INC.
- Sponsor EIN: 461256121
- Sponsor Address: 8W 40TH ST, NEW YORK, NY, 10018
- Plan Type: 401(k)
- Total Participants: 246
- Total Assets: $26.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 246 | $26.3M | $37,588 | $3.0M |
| 2023 | 205 | $23.5M | $1.2M | $3.1M |
| 2022 | 244 | $17.0M | $2.2M | $3.7M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $46,843 | — | $46,843 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $45,316 | — | $45,316 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,159
- Estimated Expense Ratio: 0.351% 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 | $93,252 | $46,843 | $300 | — | — |
| 2023 | $77,364 | $37,730 | — | — | — |
| 2022 | $79,753 | — | — | — | — |