Plan Snapshot
- Plan Sponsor: Marquette Bank
- Sponsor EIN: 362031498
- Sponsor Address: 9533 W. 143RD STREET, ORLAND PARK, IL, 60462
- Plan Type: 401(k)
- Total Participants: 354
- Total Assets: $51.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 354 | $51.1M | $357,149 | $1.4M |
| 2023 | 336 | $45.3M | $338,952 | $1.3M |
| 2022 | 334 | $39.4M | $330,730 | $1.3M |
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 |
|---|---|---|---|---|
| PORTE BROWN ACCOUNTANTS & ADVIS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PORTE BROWN ACCOUNTANTS & ADVIS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $46,377 | — | — | — | — |
| 2023 | $45,501 | $925 | — | — | — |
| 2022 | $49,782 | $31,580 | $17,755 | — | — |