Plan Snapshot
- Plan Sponsor: Six Red Marbles, INC.
- Sponsor EIN: 208771586
- Sponsor Address: 163 HIGHLAND AVE #1134, NEEDHAM, MA, 02494
- Plan Type: 401(k)
- Total Participants: 65
- Total Assets: $11.0M
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 | 65 | $11.0M | $114,976 | $509,304 |
| 2023 | 79 | $11.5M | $349,908 | $1.0M |
| 2022 | 202 | $9.2M | $250,372 | $802,911 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | CONSULTANT | $34,152 | $14 | $34,166 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $29,658 | — | $29,658 |
| THE MANDMARBLESTONE GROUP LLC | CONTRACT ADMINISTRATOR | $9,000 | $5,549 | $14,549 |
| GRAY, GRAY & GRAY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRAY, GRAY & GRAY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,373
- Estimated Expense Ratio: 0.710% 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 | $72,810 | $9,107 | $38,658 | — | — |
| 2023 | $62,315 | $8,365 | $31,520 | — | — |
| 2022 | $53,938 | $8,837 | $23,007 | — | $22,094 |