Plan Snapshot
- Plan Sponsor: Marquis Contract Corp
- Sponsor EIN: 561765341
- Sponsor Address: 231 SOUTH RD, HIGH POINT, NC, 272628152
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $1.6M
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 | 130 | $1.6M | $20,100 | $122,347 |
| 2023 | 152 | $1.6M | $21,743 | $145,834 |
| 2022 | 145 | $1.3M | $21,591 | $147,942 |
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 |
|---|---|---|---|---|
| BERNARD ROBINSON AND COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERNARD ROBINSON AND COMPANY LLC — Auditor
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 | $26,365 | $7,944 | $17,561 | — | — |
| 2023 | $116,831 | — | $12,046 | — | — |
| 2022 | $10,641 | $6,504 | $4,137 | — | — |