# Markquart, INC. 401(k) Plan
Source: https://planprovider.pro/companies/markquart-inc-401k-plan

> Markquart, INC.'s 401(k) plan: 434 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Markquart, INC.

- **Sponsor EIN:** 391391993

- **Sponsor Address:** P.O. BOX 1528, EAU CLAIRE, WI, 547021528

- **Plan Type:** 401(k)

- **Total Participants:** 434

- **Total Assets:** $32.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **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|434|$32.2M|$549,561|$2.0M|

| 2023|402|$27.7M|$501,041|$1.9M|

| 2022|381|$22.5M|$430,501|$1.5M|

## 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|

| WIPFLI LLP|RECORDKEEPER|$152,979|—|$152,979|

| ORGEL WEALTH MANAGEMENT|INVESTMENT ADVISOR|$54,672|—|$54,672|

| MEUWISSEN, FLYGARE, KADRLIK, & ASSO|AUDITOR|$19,500|—|$19,500|

| DS&B, LTD.|Auditor|$19,500|—|$19,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — RECORDKEEPER

- [DS&B, LTD.](https://planprovider.pro/provider/dsandb-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $246,651

- **Estimated Expense Ratio:** 0.767% 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|$228,449|$54,672|—|$19,500|—|

| 2023|$180,782|$45,507|—|—|—|

| 2022|$155,477|$48,000|—|—|$16,250|

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