# Markey'S Audio-Visual, INC. 401(k) Plan
Source: https://planprovider.pro/companies/markey-s-audio-visual-inc-401k-plan-001

> Markey'S Audio-Visual, INC.'s 401(k) plan: 311 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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