# Marquette Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/marquette-management-inc-401k-plan

> Marquette Management, INC.'s 401(k) plan: 255 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Marquette Management, INC.

- **Sponsor EIN:** 363743825

- **Sponsor Address:** 135 WATER STREET, 4TH FLOOR, NAPERVILLE, IL, 60540

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

- **Total Participants:** 255

- **Total Assets:** $14.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|255|$14.2M|$319,577|$1.1M|

| 2023|245|$12.4M|$317,343|$990,981|

| 2022|197|$9.6M|$221,412|$769,738|

## 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|

| SVA CERTIFIED PUBLIC ACCOUNTANTS SC|Auditor|—|—|$0|

## 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|$74,692|—|$37,478|—|—|

| 2023|$52,945|—|$30,801|—|—|

| 2022|$56,342|$19,094|$31,348|—|$5,900|

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