# Marquess & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/marquess-associates-inc-401k-plan

> Marquess & Associates, INC.'s 401(k) plan: 20 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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