Plan Snapshot
- Plan Sponsor: Martin Energy Group Services
- Sponsor EIN: 473607703
- Sponsor Address: P.O. BOX 729, TIPTON, MO, 65081
- Plan Type: 401(k)
- Total Participants: 230
- Total Assets: $5.6M
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 | 230 | $5.6M | $293,303 | $833,361 |
| 2023 | 219 | $3.9M | $230,359 | $634,629 |
| 2022 | 164 | $2.6M | $186,429 | $538,555 |
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 |
|---|---|---|---|---|
| RUBIN BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBIN BROWN — 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 | $2,168 | — | $2,168 | — | — |
| 2023 | $1,542 | — | $1,542 | — | — |
| 2022 | $1,253 | — | $1,253 | — | — |