Plan Snapshot
- Plan Sponsor: Master Marketing International, INC. Dba Truly Engaging
- Sponsor EIN: 363779178
- Sponsor Address: 280 GERZEVSKE LANE, CAROL STREAM, IL, 60188
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $5.0M
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. |
|---|---|---|---|---|
| 2024 | 104 | $5.0M | $136,959 | $319,366 |
| 2023 | 104 | $4.6M | $0 | $126,232 |
| 2022 | 118 | $3.7M | $0 | $166,932 |
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 |
|---|---|---|---|---|
| JMM CPA | Auditor | — | — | $0 |
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 | $612,618 | — | $28,411 | — | — |
| 2023 | $177,470 | — | $14,665 | — | — |
| 2022 | $29,450 | — | $29,450 | — | — |