Plan Snapshot
- Plan Sponsor: The Marcus Corporation
- Sponsor EIN: 391139844
- Sponsor Address: 111 E KILBOURN AVE STE 1200, MILWAUKEE, WI, 532026628
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 5,533
- Total Assets: $125.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 5,533 | $125.4M | $0 | $0 |
| 2024 | 4,961 | $108.7M | $2.9M | $6.4M |
| 2023 | 4,603 | $91.6M | $2.6M | $5.8M |
| 2022 | 4,613 | $77.9M | $4.2M | $5.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $152,389 | — | $152,389 |
| SAVANT CAPITAL LLC | Other Service Provider | $9,946 | — | $9,946 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $162,335
- Estimated Expense Ratio: 0.129% 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 |
|---|---|---|---|---|---|
| 2025 | $9,629,355 | $18,992 | $152,867 | — | — |
| 2024 | $156,842 | — | $156,842 | — | — |
| 2023 | $127,775 | — | $127,775 | — | — |
| 2022 | $122,991 | — | $122,991 | — | — |