Plan Snapshot
- Plan Sponsor: The Markosky Engineering Group, INC
- Sponsor EIN: 251844227
- Sponsor Address: 3689 ROUTE 711, LIGONIER, PA, 15658
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 133
- Total Assets: $12.1M
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. |
|---|---|---|---|---|
| 2025 | 133 | $12.1M | $0 | $0 |
| 2024 | 106 | $9.5M | $303,882 | $705,411 |
| 2023 | 95 | $7.8M | $278,262 | $643,326 |
| 2022 | 81 | $6.1M | $223,246 | $549,851 |
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 |
|---|---|---|---|---|
| ACEC RETIREMENT TRUST | Other Service Provider | $17,358 | — | $17,358 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,358
- Estimated Expense Ratio: 0.143% 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 | $400,757 | $17,358 | — | — | — |
| 2024 | $249,283 | — | — | — | — |
| 2023 | $819,978 | — | — | — | — |
| 2022 | $142,338 | — | — | — | — |