Plan Snapshot
- Plan Sponsor: Markham Contracting Co., INC.
- Sponsor EIN: 860339647
- Sponsor Address: 22820 N 19TH AVE, PHOENIX, AZ, 85027
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 503
- Total Assets: $18.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 503 | $18.7M | $0 | $0 |
| 2024 | 493 | $16.5M | $1.1M | $738,593 |
| 2023 | 519 | $11.1M | $547,477 | $668,891 |
| 2022 | 538 | $9.7M | $538,149 | $742,645 |
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 |
|---|---|---|---|---|
| ECONOMIC GROUP PENSION 28,310.06 SE | Other Service Provider | $22,617 | $28,310 | $50,927 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $43,698 | — | $43,698 |
| MMA SECURITIES LLC | Investment Advisor | $33,398 | — | $33,398 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $128,023
- Estimated Expense Ratio: 0.686% 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 |
|---|---|---|---|---|---|
| 2025 | $1,790,507 | — | $73,901 | — | — |
| 2024 | $63,110 | — | $63,110 | — | — |
| 2023 | $57,895 | $24,662 | — | — | — |
| 2022 | $60,275 | — | — | — | — |