Plan Snapshot
- Plan Sponsor: Marshall Farms Group Ltd
- Sponsor EIN: 160887304
- Sponsor Address: 5800 LAKE BLUFF ROAD, NORTH ROSE, NY, 145169795
- Plan Type: 401(k)
- Total Participants: 226
- Total Assets: $74.4M
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 | 226 | $74.4M | $2.2M | $1.2M |
| 2023 | 273 | $69.0M | $2.8M | $1.2M |
| 2022 | 259 | $59.4M | $1.7M | $1.2M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | INVESTMENT ADVISOR | $137,572 | — | $137,572 |
| CAPITAL GROUP RETIREMENT PLAN SVCS. | RECORDKEEPER | $9,499 | — | $9,499 |
| MENGEL/ METZGER/ BARR & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- MENGEL/ METZGER/ BARR & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $147,071
- Estimated Expense Ratio: 0.198% 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 | $147,071 | $137,572 | — | — | — |
| 2023 | $130,351 | $121,310 | — | — | — |
| 2022 | $132,109 | — | $132,109 | — | — |