Plan Snapshot
- Plan Sponsor: Marketbridge Corp.
- Sponsor EIN: 521729244
- Sponsor Address: 3 BETHESDA METRO COURT, BETHESDA, MD, 20814
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $10.8M
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 | 106 | $10.8M | $289,403 | $848,777 |
| 2022 | 59 | $8.5M | $216,210 | $576,676 |
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 |
|---|---|---|---|---|
| KESTRA FINANCIAL | Other Service Provider | $41,532 | — | $41,532 |
| THE VANGUARD GROUP, INC. | Recordkeeper | $35,166 | — | $35,166 |
| CREATIVE PLANNING. | Other Service Provider | $17,506 | — | $17,506 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,204
- Estimated Expense Ratio: 0.872% 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 |
|---|---|---|---|---|---|
| 2023 | $47,102 | $29,519 | $17,583 | — | — |
| 2022 | $33,915 | $21,306 | $12,609 | — | — |