Plan Snapshot
- Plan Sponsor: Marklund
- Sponsor EIN: 362652532
- Sponsor Address: 1 S. 450 WYATT DRIVE, GENEVA, IL, 60134
- Plan Type: 401(k)
- Total Participants: 566
- Total Assets: $18.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 566 | $18.3M | $963,486 | $1.3M |
| 2023 | 540 | $15.3M | $775,605 | $1.1M |
| 2022 | 460 | $12.4M | $867,792 | $1.2M |
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 |
|---|---|---|---|---|
| SELDEN FOX LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SELDEN FOX LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $110,582 | $41,547 | $58,476 | — | — |
| 2023 | $95,140 | — | — | — | — |
| 2022 | $79,351 | $79,351 | — | — | — |