Plan Snapshot
- Plan Sponsor: Marquette Transportation Company, LLC
- Sponsor EIN: 208602645
- Sponsor Address: 150 BALLARD CIRCLE, PADUCAH, KY, 42001
- Plan Type: 401(k)
- Total Participants: 1,390
- Total Assets: $94.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,390 | $94.0M | $2.9M | $8.0M |
| 2023 | 1,407 | $80.6M | $2.7M | $7.5M |
| 2022 | 1,244 | $66.5M | $2.4M | $6.8M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO USA | RECORDKEEPER | $26,503 | — | $26,503 |
| KEMPER CPA GROUP, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE CO USA — RECORDKEEPER
- KEMPER CPA GROUP, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,503
- Estimated Expense Ratio: 0.028% 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 | $269,044 | $81,833 | $187,211 | — | — |
| 2023 | $233,500 | $66,894 | $166,606 | — | — |
| 2022 | $192,157 | — | $192,157 | — | — |