# Six Red Marbles, INC. 401(k) Plan
Source: https://planprovider.pro/companies/six-red-marbles-inc-401k-plan

> Six Red Marbles, INC.'s 401(k) plan: 65 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/gray-gray-and-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|

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