# Marthaler Automotive, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/marthaler-automotive-ltd-401k-plan

> Marthaler Automotive, Ltd.'s 401(k) plan: 240 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Marthaler Automotive, Ltd.

- **Sponsor EIN:** 411806770

- **Sponsor Address:** 625 S. LAKESHORE DRIVE,, GLENWOOD, MN, 56334

- **Plan Type:** 401(k)

- **Total Participants:** 240

- **Total Assets:** $5.4M

## 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|240|$5.4M|$205,739|$795,331|

| 2023|199|$4.0M|$184,402|$693,624|

| 2022|212|$2.8M|$180,987|$667,542|

## 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|

| OLSEN THIELSEN & CO, LTD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [OLSEN THIELSEN & CO, LTD](https://planprovider.pro/provider/olsen-thielen-and-co-ltd) — 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|$50,066|$958|$29,532|—|—|

| 2023|$33,489|—|$32,815|—|—|

| 2022|$41,993|$845|$41,148|—|—|

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