Plan Snapshot
- Plan Sponsor: Markey'S Audio-Visual, INC.
- Sponsor EIN: 351467871
- Sponsor Address: 2365 ENTERPRISE PARK PL, INDIANAPOLIS, IN, 462184290
- Plan Type: 401(k)
- Total Participants: 311
- Total Assets: $25.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 311 | $25.0M | $533,119 | $1.5M |
| 2023 | 283 | $20.6M | $457,172 | $1.3M |
| 2022 | 249 | $15.8M | $302,498 | $874,071 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | CONSULTANT | $48,815 | $18 | $48,833 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $41,651 | — | $41,651 |
| DEAN DORTON ALLEN FORD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,484
- Estimated Expense Ratio: 0.362% 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 | $90,566 | $26,987 | $41,751 | — | — |
| 2023 | $87,922 | $25,228 | $45,875 | — | — |
| 2022 | $91,593 | $24,274 | $51,136 | — | $16,183 |