# Pkf-Mark Iii, INC. DC Plan
Source: https://planprovider.pro/companies/pkf-mark-iii-inc-plan

> Pkf-Mark Iii, INC.'s DC plan: 322 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pkf-Mark Iii, INC.

- **Sponsor EIN:** 231715080

- **Sponsor Address:** 17 BLACKSMITH RD 1ST FLOOR, NEWTOWN, PA, 18940

- **Plan Type:** DC

- **Total Participants:** 322

- **Total Assets:** $21.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|322|$21.7M|$1.9M|$424,050|

| 2023|136|$20.1M|$1.7M|$440,638|

| 2022|114|$17.7M|$1.1M|$357,367|

## 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|

| ERICKSON DEMEL & ASSOCIATES, PLLC|Auditor|$18,611|—|$18,611|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ERICKSON DEMEL & ASSOCIATES, PLLC](https://planprovider.pro/provider/erickson-demel-and-associates-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $18,611

- **Estimated Expense Ratio:** 0.086% 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|$18,611|—|—|$18,611|—|

| 2023|$17,500|—|—|$17,500|—|

| 2022|$16,500|—|—|—|$16,500|

## Similar Plans

- [J. D. Eckman, INC.](https://planprovider.pro/companies/j-d-eckman-inc-401k-plan) — 566 participants

- [The Steelworker Supplemental Retirement Annuity Plan](https://planprovider.pro/companies/the-steelworker-supplemental-retirement-annuity-plan-plan) — 634 participants

- [Pennsylvania Heavy & Highway Contractor'S Bargaining Associatio](https://planprovider.pro/companies/pennsylvania-heavy-highway-contractor-s-bargaining-associatio-plan) — 638 participants

- [Pjtc Holdings, INC.](https://planprovider.pro/companies/pjtc-holdings-inc-401k-plan) — 670 participants

- [Allan Myers, INC.](https://planprovider.pro/companies/allan-myers-inc-401k-plan-001) — 984 participants

- [Glenn O. Hawbaker, INC.](https://planprovider.pro/companies/glenn-o-hawbaker-inc-401k-plan) — 991 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pkf-mark-iii-inc-plan)

© 2026 PlanProvider.Pro