# Marsh Automotive Group 401(k) Plan
Source: https://planprovider.pro/companies/marsh-automotive-group-401k-plan

> Marsh Automotive Group's 401(k) plan: 311 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Marsh Automotive Group

- **Sponsor EIN:** 383260370

- **Sponsor Address:** P.O. BOX 6647, TRAVERSE CITY, MI, 496966647

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

- **Total Participants:** 311

- **Total Assets:** $19.2M

## 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.|

| 2023|311|$19.2M|$212,662|$804,797|

| 2022|309|$17.1M|$209,691|$763,584|

## 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|

| CAPTRUST FINANCIAL ADVISORS|ADVISOR|$74,710|—|$74,710|

| SENTINEL BENEFITS GROUP, INC.|TPA|$63,782|—|$63,782|

| CHARLES SCHWAB TRUST BANK|CUSTODIAN|$15,830|—|$15,830|

| PLANTE & MORAN|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SENTINEL BENEFITS GROUP, INC.](https://planprovider.pro/provider/sentinel-group) — TPA

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — CUSTODIAN

- [PLANTE & MORAN](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $154,322

- **Estimated Expense Ratio:** 0.806% 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|

| 2023|$77,161|$37,355|—|—|—|

| 2022|$76,496|$36,622|—|—|$39,874|

## Similar Plans

- [The Moran Group, INC.](https://planprovider.pro/companies/the-moran-group-inc-401k-plan) — 354 participants

- [Penske Vehicle Services, INC.](https://planprovider.pro/companies/penske-vehicle-services-inc-401k-plan) — 402 participants

- [Golling Chrysler Dodge Jeep Ram INC](https://planprovider.pro/companies/golling-chrysler-dodge-jeep-ram-inc-401k-plan) — 407 participants

- [Betten Chevrolet-Cadillac INC.](https://planprovider.pro/companies/betten-chevrolet-cadillac-inc-401k-plan) — 432 participants

- [Shaheen Automotive Group, INC.](https://planprovider.pro/companies/shaheen-automotive-group-inc-401k-plan) — 517 participants

- [M & K Dealership Corporation](https://planprovider.pro/companies/m-k-dealership-corporation-plan) — 694 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/marsh-automotive-group-401k-plan)

© 2026 PlanProvider.Pro