# V. Marchese, INC. DC Plan
Source: https://planprovider.pro/companies/v-marchese-inc-plan-001

> V. Marchese, INC.'s DC plan: 153 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** V. Marchese, INC.

- **Sponsor EIN:** 391164834

- **Sponsor Address:** 600 S. JAKE MARCHESE WAY, MILWAUKEE, WI, 53204

- **Plan Type:** DC

- **Total Participants:** 153

- **Total Assets:** $4.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|153|$4.5M|$100,000|$0|

| 2023|166|$4.2M|$0|$0|

| 2022|173|$3.9M|$0|$0|

## 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|

| VRAKAS S.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VRAKAS S.C.](https://planprovider.pro/provider/vrakas-cpas-advisors) — Auditor

## 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|$37,247|$22|$8,878|—|—|

| 2023|$29,688|$625|$3,531|—|—|

| 2022|$33,347|$889|$32,458|—|—|

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