Plan Snapshot
- Plan Sponsor: The Marketing Practice
- Sponsor EIN: 812768952
- Sponsor Address: 1125 17TH ST, DENVER, CO, 80202
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $8.4M
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 | 101 | $8.4M | $498,047 | $965,966 |
| 2023 | 122 | $4.5M | $611,786 | $1.1M |
| 2022 | 114 | $2.1M | $421,303 | $617,004 |
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 |
|---|---|---|---|---|
| WALDRON RAND | Auditor | — | — | $0 |
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 | $71,821 | $52,992 | $18,739 | — | — |
| 2023 | $19,267 | $19,267 | — | — | — |
| 2022 | $6,479 | — | — | — | — |