Plan Snapshot
- Plan Sponsor: Marshalls, INC.
- Sponsor EIN: 550732086
- Sponsor Address: 25525 WILDCAT LN, SEDALIA, MO, 653011688
- Plan Type: 401(k)
- Total Participants: 426
- Total Assets: $2.2M
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. |
|---|---|---|---|---|
| 2024 | 426 | $2.2M | $163,898 | $233,498 |
| 2023 | 841 | $1.7M | $149,817 | $206,704 |
| 2022 | 729 | $1.3M | $131,514 | $176,838 |
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 |
|---|---|---|---|---|
| LONG & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LONG & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $31,058 | — | $31,058 | — | — |
| 2023 | $27,188 | — | $27,188 | — | — |
| 2022 | $22,773 | — | $22,773 | — | — |