Plan Snapshot
- Plan Sponsor: Marmic Fire & Safety Co., INC.
- Sponsor EIN: 431866691
- Sponsor Address: 1014 S WALL AVE, JOPLIN, MO, 64801
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,657
- Total Assets: $32.4M
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. |
|---|---|---|---|---|
| 2025 | 1,657 | $32.4M | $0 | $0 |
| 2024 | 1,182 | $22.3M | $2.5M | $4.2M |
| 2023 | 885 | $16.2M | $1.9M | $2.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $135,772 | — | $135,772 |
| WORLD INVESTMENT ADVISORS LLC | Investment Advisor | $72,913 | — | $72,913 |
| STRATEGIC ADVISERS LLC | Investment Advisor | $7,807 | — | $7,807 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $216,492
- Estimated Expense Ratio: 0.668% 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 | $4,428,750 | $80,720 | — | — | — |
| 2024 | $176,068 | $68,340 | $4,593 | — | — |
| 2023 | $93,254 | $28,226 | $4,257 | — | — |