# Marquis Companies I, INC. 401(k) Plan
Source: https://planprovider.pro/companies/marquis-companies-i-inc-401k-plan

> Marquis Companies I, INC.'s 401(k) plan: 3,621 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Marquis Companies I, INC.

- **Sponsor EIN:** 931054024

- **Sponsor Address:** 4560 SE INTERNATIONAL WAY SUITE 100, MILWAUKIE, OR, 97222

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

- **Total Participants:** 3,621

- **Total Assets:** $76.6M

## 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|3,621|$76.6M|$865,304|$7.0M|

| 2023|3,674|$72.3M|$909,685|$6.6M|

| 2022|3,395|$60.4M|$758,127|$6.3M|

## 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 O|RECORDKEEPER|$244,940|—|$244,940|

| NAVIQUANT|INVESTMENT ADVISOR|$87,530|—|$87,530|

| ISLER NORTHWEST|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $332,470

- **Estimated Expense Ratio:** 0.434% 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|$307,978|$64,196|—|—|—|

| 2023|$257,536|$85,673|—|—|—|

| 2022|$206,598|$40,000|$166,598|—|—|

## Similar Plans

- [Pacific Retirement Services, INC.](https://planprovider.pro/companies/pacific-retirement-services-inc-401k-plan) — 2,984 participants

- [Touchmark Living Centers, INC](https://planprovider.pro/companies/touchmark-living-centers-inc-401k-plan) — 1,827 participants

- [The Springs Living, LLC](https://planprovider.pro/companies/the-springs-living-llc-401k-plan) — 1,791 participants

- [Compass Senior Living LLC](https://planprovider.pro/companies/compass-senior-living-llc-401k-plan) — 1,561 participants

- [Sante Operations, LLC](https://planprovider.pro/companies/sante-operations-llc-401k-plan) — 1,462 participants

- [Mountain West Retirement Corporation](https://planprovider.pro/companies/mountain-west-retirement-corporation-401k-plan) — 1,200 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/marquis-companies-i-inc-401k-plan)

© 2026 PlanProvider.Pro