Plan Snapshot
- Plan Sponsor: Martin Preferred Foods LP
- Sponsor EIN: 760577635
- Sponsor Address: 2011 SILVER ST, HOUSTON, TX, 770072801
- Plan Type: 401(k)
- Total Participants: 236
- Total Assets: $3.0M
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. |
|---|---|---|---|---|
| 2023 | 236 | $3.0M | $132,724 | $299,738 |
| 2022 | 173 | $3.2M | $9,897 | $297,162 |
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 |
|---|---|---|---|---|
| TFO-TDC, LLC | Investment Advisor | $33,158 | — | $33,158 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $32,822 | — | $32,822 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TFO-TDC, LLC — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,980
- Estimated Expense Ratio: 2.198% 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 |
|---|---|---|---|---|---|
| 2023 | $32,990 | $16,579 | — | — | — |
| 2022 | $40,514 | — | — | — | — |