Plan Snapshot
- Plan Sponsor: The Marker Group, INC.
- Sponsor EIN: 760526453
- Sponsor Address: 13105 NORTHWEST FREEWAY SUITE 300, HOUSTON, TX, 77040
- Plan Type: 401(k)
- Total Participants: 261
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 261 | $8.0M | $167,487 | $919,616 |
| 2023 | 198 | $6.2M | $151,730 | $759,210 |
| 2022 | 197 | $4.8M | $116,527 | $604,666 |
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 |
|---|---|---|---|---|
| MELTON & MELTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MELTON & MELTON LLP — Auditor
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 | $10,704 | $3,650 | $6,479 | — | — |
| 2023 | $8,492 | — | $8,492 | — | — |
| 2022 | $6,551 | $6,551 | — | — | — |