# Marotta Controls, INC. DC Plan
Source: https://planprovider.pro/companies/marotta-controls-inc-plan-003

> Marotta Controls, INC.'s DC plan: 778 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Marotta Controls, INC.

- **Sponsor EIN:** 221528122

- **Sponsor Address:** 78 BOONTON AVE P.O. BOX 427, MONTVILLE, NJ, 07045

- **Plan Type:** DC

- **Total Participants:** 778

- **Total Assets:** $86.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|778|$86.8M|$2.1M|$7.5M|

| 2023|631|$76.1M|$1.6M|$5.9M|

| 2022|487|$61.6M|$1.3M|$4.8M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$149,087|—|$149,087|

| ONEDIGITAL INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$61,484|—|$61,484|

| RESOURCES INVESTMENT ADVISORS INC|NONE|$17,731|—|$17,731|

| CLYNE, EAGAN & ASSOCIATES|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/onedigital-investment-advisors-llc) — INVESTMENT ADVISOR

- [RESOURCES INVESTMENT ADVISORS INC](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $228,302

- **Estimated Expense Ratio:** 0.263% 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|$228,672|$79,215|$34,393|—|—|

| 2023|$189,094|$64,737|$124,314|—|—|

| 2022|$135,736|$59,045|$76,691|—|—|

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