# Marketwise Solutions LLC 401(k) Plan
Source: https://planprovider.pro/companies/marketwise-solutions-llc-401k-plan

> Marketwise Solutions LLC's 401(k) plan: 440 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|—|—|

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