Plan Snapshot
- Plan Sponsor: The Marshall Retail Group, LLC
- Sponsor EIN: 562305713
- Sponsor Address: 6600 BERMUDA ROAD, LAS VEGAS, NV, 89119
- Plan Type: 401(k)
- Total Participants: 1,178
- Total Assets: $10.8M
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 | 1,178 | $10.8M | $401,906 | $1.4M |
| 2023 | 822 | $9.9M | $277,621 | $985,956 |
| 2022 | 671 | $8.5M | $256,737 | $925,788 |
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 |
|---|---|---|---|---|
| VELEZ & HARDY, CPAS | 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 | $98,560 | — | $5,272 | — | — |
| 2023 | $12,037 | — | $12,037 | — | — |
| 2022 | $6,603 | — | $6,603 | — | — |