Plan Snapshot
- Plan Sponsor: Marsh Electronics, INC.
- Sponsor EIN: 390452715
- Sponsor Address: 1563 S 101ST ST, MILWAUKEE, WI, 532144008
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $15.1M
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 | 154 | $15.1M | $194,922 | $800,420 |
| 2023 | 132 | $13.0M | $184,042 | $697,898 |
| 2022 | 126 | $11.0M | $170,476 | $630,555 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $57,105 | — | $57,105 |
| QUANDT BERNDT COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- QUANDT BERNDT COMPANY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,105
- Estimated Expense Ratio: 0.378% 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 | $57,106 | — | $57,106 | — | — |
| 2023 | $15,100 | — | $15,100 | — | — |
| 2022 | $14,468 | — | $14,468 | — | — |