# The Markham Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-markham-group-llc-plan

> The Markham Group LLC&#39;s 401(k) plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [HOGANTAYLOR LLP](https://planprovider.pro/provider/hogan-taylor-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|—|—|

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