Plan Snapshot
- Plan Sponsor: Marquess & Associates, INC.
- Sponsor EIN: 930579644
- Sponsor Address: 1120 EAST JACKSON, MEDFORD, OR, 97501
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $4.2M
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 | 20 | $4.2M | $3,437 | $42,535 |
| 2023 | 18 | $3.7M | $74,270 | $72,201 |
| 2022 | 17 | $2.8M | $128,757 | $50,305 |