Plan Snapshot
- Plan Sponsor: Marmon Holdings, INC
- Sponsor EIN: 363104690
- Sponsor Address: 181 W MADISON ST SUITE 3900, CHICAGO, IL, 606024510
- Plan Type: 401(k)
- Total Participants: 14,175
- Total Assets: $1.7B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 14,175 | $1.7B | $70.0M | $59.1M |
| 2023 | 12,036 | $1.4B | $56.4M | $50.8M |
| 2022 | 11,281 | $1.1B | $51.3M | $45.6M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | $24,720 | — | $24,720 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,720
- Estimated Expense Ratio: 0.001% 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 | $1,479,655 | $155,776 | $70,448 | $24,720 | — |
| 2023 | $989,313 | — | — | $141,948 | — |
| 2022 | $1,111,285 | — | $1,111,285 | — | — |