# Marquardt Memorial Manor, INC. 401(k) Plan
Source: https://planprovider.pro/companies/marquardt-memorial-manor-inc-401k-plan

> Marquardt Memorial Manor, INC.'s 401(k) plan: 1,024 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Marquardt Memorial Manor, INC.

- **Sponsor EIN:** 391126946

- **Sponsor Address:** 1020 HILL ST, WATERTOWN, WI, 530983016

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

- **Total Participants:** 1,024

- **Total Assets:** $17.8M

## 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|1,024|$17.8M|$607,365|$1.8M|

| 2023|626|$13.1M|$391,868|$1.3M|

| 2022|358|$9.3M|$316,986|$824,165|

## 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|

| SECURITIES AMERICA ADVISORS|RIA|$46,725|—|$46,725|

| JOHN HANCOCK LIFE INSURANCE CO. USA|RECORDKEEPER|$44,154|—|$44,154|

| PPG RETIREMENT PLAN SERVICES|CONTRACT ADMIN|$13,574|—|$13,574|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK LIFE INSURANCE CO. USA](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $104,453

- **Estimated Expense Ratio:** 0.586% 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|$104,453|$46,725|$13,574|—|—|

| 2023|$78,174|$33,919|$32,732|—|—|

| 2022|$61,626|$28,785|$24,505|—|$8,336|

## Similar Plans

- [Rennes Group, INC.](https://planprovider.pro/companies/rennes-group-inc-401k-plan) — 1,053 participants

- [Covenant Healthcare, LLC](https://planprovider.pro/companies/covenant-healthcare-llc-401k-plan) — 1,227 participants

- [Oakwood Village University Woods Homes, INC.](https://planprovider.pro/companies/oakwood-village-university-woods-homes-inc-403b-plan) — 711 participants

- [Lindengrove, INC.](https://planprovider.pro/companies/lindengrove-inc-403b-plan) — 558 participants

- [Oak Park Nursing And Rehab Center, LLC](https://planprovider.pro/companies/oak-park-nursing-and-rehab-center-401k-plan) — 540 participants

- [Bethany Lutheran Homes, INC.](https://planprovider.pro/companies/bethany-lutheran-homes-inc-401k-plan-001-9446) — 492 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/marquardt-memorial-manor-inc-401k-plan)

© 2026 PlanProvider.Pro