Plan Snapshot
- Plan Sponsor: Marvin Engineering Co., INC.
- Sponsor EIN: 952426603
- Sponsor Address: 261 W. BEACH AVENUE, INGLEWOOD, CA, 90302
- Plan Type: 401(k)
- Total Participants: 1,085
- Total Assets: $55.4M
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 | 1,085 | $55.4M | $1.6M | $6.0M |
| 2023 | 1,129 | $45.0M | $1.3M | $4.9M |
| 2022 | 964 | $36.2M | $589,336 | $3.4M |
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 |
|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | PLAN ADMINISTRATOR | $40,975 | — | $40,975 |
| GLOBAL RETIREMENT PARTNERS, LLC | INVESTMENT ADVISOR | $30,000 | — | $30,000 |
| CBIZ CPAS P.C. | ACCOUNTANT\AUDITOR | $12,037 | — | $12,037 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS, LLC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,012
- Estimated Expense Ratio: 0.150% 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 | $83,011 | $30,000 | $13,002 | $12,037 | — |
| 2023 | $28,122 | — | $11,155 | — | — |
| 2022 | $97,748 | — | — | — | — |