Plan Snapshot
- Plan Sponsor: The Markham Group LLC
- Sponsor EIN: 208043786
- Sponsor Address: 1000 W. 3RD STREET, LITTLE ROCK, AR, 72201
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 117 | $7.0M | $314,313 | $808,765 |
| 2023 | 97 | $5.6M | $281,515 | $717,044 |
| 2022 | 102 | $3.7M | $167,909 | $484,223 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $19,306 | — | $19,306 |
| KEY ADVISORY LLC | CONSULTANT | $9,207 | — | $9,207 |
| HOGANTAYLOR LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- HOGANTAYLOR LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,513
- Estimated Expense Ratio: 0.409% 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 | $28,957 | — | — | — | — |
| 2023 | $20,557 | — | — | — | — |
| 2022 | $54,199 | — | $122 | — | — |