# Marquette Bank 401(k) Plan
Source: https://planprovider.pro/companies/marquette-bank-401k-plan

> Marquette Bank's 401(k) plan: 354 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$44,449|—|$44,449|

| 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](https://planprovider.pro/provider/porte-brown-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $44,449

- **Estimated Expense Ratio:** 0.087% 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|$46,377|—|—|—|—|

| 2023|$45,501|$925|—|—|—|

| 2022|$49,782|$31,580|$17,755|—|—|

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