Plan Snapshot
- Plan Sponsor: Marketwise Solutions LLC
- Sponsor EIN: 352622970
- Sponsor Address: 1125 NORTH CHARLES STREET, BALTIMORE, MD, 21201
- Plan Type: 401(k)
- Total Participants: 440
- Total Assets: $76.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 440 | $76.7M | $1.6M | $5.2M |
| 2023 | 574 | $67.6M | $2.1M | $6.4M |
| 2022 | 719 | $51.3M | $2.2M | $6.9M |
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 |
|---|---|---|---|---|
| ROBERT W BAIRD & CO | ADVISOR | $47,819 | — | $47,819 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $21,589 | — | $21,589 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,408
- Estimated Expense Ratio: 0.090% 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 | $67,504 | $47,819 | — | — | — |
| 2023 | $67,943 | $47,926 | — | — | — |
| 2022 | $17,718 | — | — | — | — |