Plan Snapshot
- Plan Sponsor: Marketing By Design, LLC
- Sponsor EIN: 263437380
- Sponsor Address: 500 CUMMINGS CENTER, SUITE 2500, BEVERLY, MA, 01915
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 90 | $8.3M | $221,553 | $540,146 |
| 2023 | 88 | $6.8M | $220,605 | $411,209 |
| 2022 | 80 | $5.4M | $196,622 | $367,026 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 | $2,200 | — | $2,050 | — | — |
| 2023 | $2,100 | — | — | — | — |
| 2022 | $2,650 | — | — | — | — |