# Marquis Software Solutions, INC. 401(k) Plan
Source: https://planprovider.pro/companies/marquis-software-solutions-inc-401k-plan

> Marquis Software Solutions, INC.'s 401(k) plan: 180 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Marquis Software Solutions, INC.

- **Sponsor EIN:** 752459939

- **Sponsor Address:** 6509 WINDCREST DRIVE, PLANO, TX, 75024

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

- **Total Participants:** 180

- **Total Assets:** $13.6M

## 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|180|$13.6M|$542,445|$1.3M|

| 2023|167|$12.4M|$475,102|$1.4M|

| 2022|125|$8.5M|$365,689|$1.1M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$24,634|—|$24,634|

| RAYMOND JAMES AND ASSOCIATES INC|INVESTMENT ADVISOR|$15,300|—|$15,300|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [RAYMOND JAMES AND ASSOCIATES INC](https://planprovider.pro/provider/john-hancock) — INVESTMENT ADVISOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $39,934

- **Estimated Expense Ratio:** 0.294% 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|$43,127|—|$43,127|—|—|

| 2023|$24,273|—|$24,273|—|—|

| 2022|$16,919|$16,919|—|—|—|

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

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