Plan Snapshot
- Plan Sponsor: Marsh Automotive Group
- Sponsor EIN: 274272111
- Sponsor Address: P.O. BOX 6647, TRAVERSE CITY, MI, 49686
- Plan Type: 401(k)
- Total Participants: 37
- Total Assets: $7.6M
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 | 37 | $7.6M | $107,922 | $431,225 |
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 |
|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | Recordkeeper | $47,532 | — | $47,532 |
| CAPTRUST FINANCIAL ADVISORS | Investment Advisor | $46,146 | — | $46,146 |
| CHARLES SCHWAB TRUST BANK | Custodian / Trustee | $10,314 | — | $10,314 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL BENEFITS GROUP, INC. — Recordkeeper
- CHARLES SCHWAB TRUST BANK — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,992
- Estimated Expense Ratio: 1.365% 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 | $103,992 | $46,146 | — | — | — |