Plan Snapshot
- Plan Sponsor: Marquez Brothers International, INC.
- Sponsor EIN: 942789431
- Sponsor Address: 5801 RUE FERRARI, SAN JOSE, CA, 95138
- Plan Type: 401(k)
- Total Participants: 439
- Total Assets: $14.9M
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 | 439 | $14.9M | $110,007 | $817,985 |
| 2023 | 403 | $12.9M | $114,283 | $839,165 |
| 2022 | 405 | $10.9M | $150,093 | $761,073 |
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 |
|---|---|---|---|---|
| SILICON VALLEY ACCOUNTANCY CORP | Auditor | $20,088 | — | $20,088 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,088
- Estimated Expense Ratio: 0.135% 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 | $132,640 | $30,384 | — | $20,088 | — |
| 2023 | $116,705 | $25,556 | — | $18,360 | — |
| 2022 | $114,640 | $25,016 | — | — | $20,061 |