Plan Snapshot
- Plan Sponsor: Marten Transport, Ltd.
- Sponsor EIN: 391140809
- Sponsor Address: 129 MARTEN STREET, MONDOVI, WI, 54755
- Plan Type: 401(k)
- Total Participants: 3,140
- Total Assets: $137.5M
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 | 3,140 | $137.5M | $3.4M | $17.3M |
| 2023 | 3,692 | $126.3M | $3.8M | $18.8M |
| 2022 | 3,897 | $104.8M | $3.9M | $18.0M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $395,968 | — | $395,968 |
| CLIFTON LARSON ALLEN, LLP | AUDITOR | $16,800 | — | $16,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- CLIFTON LARSON ALLEN, LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $412,768
- Estimated Expense Ratio: 0.300% 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 | $412,768 | — | — | $16,800 | — |
| 2023 | $384,434 | — | — | $15,750 | — |
| 2022 | $402,005 | — | — | — | — |