Plan Snapshot
- Plan Sponsor: Marshalltown Company
- Sponsor EIN: 420397040
- Sponsor Address: 104 S 8TH AVE, MARSHALLTOWN, IA, 50158
- Plan Type: 401(k)
- Total Participants: 596
- Total Assets: $37.1M
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 | 596 | $37.1M | $838,701 | $2.5M |
| 2023 | 447 | $28.6M | $923,461 | $2.2M |
| 2022 | 581 | $24.3M | $916,319 | $2.1M |
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 |
|---|---|---|---|---|
| LION STREET ADVISORS LLC | INVESTMENT ADVISOR | $64,292 | — | $64,292 |
| THE FINWAY GROUP | CONTRACT ADMINISTRATOR | $49,623 | — | $49,623 |
| EMPOWER ANNUITY INS. CO OF AMERICA | RECORDKEEPER | $36,323 | — | $36,323 |
| SMITH & HOWARD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LION STREET ADVISORS LLC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $150,238
- Estimated Expense Ratio: 0.405% 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 | $136,901 | $136,451 | — | — | — |
| 2023 | $118,934 | $108,684 | — | — | — |
| 2022 | $78,149 | $33,426 | $33,973 | — | $10,750 |