Plan Snapshot
- Plan Sponsor: Martin Associates Group, INC.
- Sponsor EIN: 952152647
- Sponsor Address: 950 S GRAND AVENUE, SUITE 400, LOS ANGELES, CA, 90015
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $3,938 | $11,380 |
| 2023 | 9 | $3.0M | $1.8M | $3.2M |
| 2022 | 401 | $93.0M | $1.9M | $3.9M |
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 |
|---|---|---|---|---|
| BENEFIT FINANCIAL SERVICES GROUP | CONSULTANT | $36,000 | — | $36,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $26,786 | — | $26,786 |
| MAURER, GITTINGS & GRAF, LLP | ACCOUNTANT/AUDITOR | $26,000 | — | $26,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT FINANCIAL SERVICES GROUP — CONSULTANT
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,786
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 | $1,241,221 | — | $14,956 | — | — |
| 2023 | $31,640 | $13,393 | — | $13,000 | — |
| 2022 | $40,600 | $11,170 | — | — | — |