Plan Snapshot
- Plan Sponsor: Maron Marvel Bradley Anderson & Tardy LLC
- Sponsor EIN: 510375264
- Sponsor Address: 1201 N MARKET STREET STE 1100, WILMINGTON, DE, 19801
- Plan Type: 401(k)
- Total Participants: 190
- Total Assets: $34.2M
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 | 190 | $34.2M | $696,520 | $1.9M |
| 2023 | 186 | $29.3M | $675,065 | $2.0M |
| 2022 | 188 | $26.2M | $667,908 | $1.9M |
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 |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN LP | INVESTMENT ADVISOR | $32,846 | — | $32,846 |
| THE MANDMARBLESTONE GROUP LLC | TPA | $11,780 | — | $11,780 |
| SANTORA CPA GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SANTORA CPA GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,626
- Estimated Expense Ratio: 0.131% 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 | $14,806 | — | $2,092 | — | — |
| 2023 | $6,994 | — | $2,654 | — | — |
| 2022 | $6,070 | — | $2,328 | — | $3,742 |