# Marketing Alliance Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/marketing-alliance-group-inc-401k-plan-001

> Marketing Alliance Group, INC.'s 401(k) plan: 1,031 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Marketing Alliance Group, INC.

- **Sponsor EIN:** 582201082

- **Sponsor Address:** 2830 N DUG GAP RD SW, DALTON, GA, 307204946

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

- **Total Participants:** 1,031

- **Total Assets:** $21.7M

## 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.|

| 2024|1,031|$21.7M|$599,622|$2.2M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$93,630|—|$93,630|

| OSAIC WEALTH INC|OTHER SERVICES|—|$14,026|$14,026|

| ERISA SERVICES INC|CONTACT ADMINISTRATOR|$2,250|$4,877|$7,127|

| ESTES & WALCOTT|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [OSAIC WEALTH INC](https://planprovider.pro/provider/royal-alliance-associates-inc) — OTHER SERVICES

- [ERISA SERVICES INC](https://planprovider.pro/provider/commonwealth-financial-network) — CONTACT ADMINISTRATOR

- [ESTES & WALCOTT](https://planprovider.pro/provider/estes-and-walcott) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $114,783

- **Estimated Expense Ratio:** 0.530% 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|$91,022|—|$91,022|—|—|

## Similar Plans

- [Marketing Alliance Group, INC.](https://planprovider.pro/companies/marketing-alliance-group-inc-401k-plan) — 1,009 participants

- [Iconex, LLC](https://planprovider.pro/companies/iconex-llc-401k-plan) — 784 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/marketing-alliance-group-inc-401k-plan-001)

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