2023 Form 5500 filing — Marten Transport Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240918143712NAL0002650163001) for Marten Transport Retirement Savings Plan, reported by Marten Transport, Ltd. under EIN 39-1140809 and plan number 001. It reports 5,156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918143712NAL0002650163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marten Transport, Ltd.
- EIN
- 39-1140809
- Plan number
- 001
- Location
- Mondovi, WI
- Participants
- 5,156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $126,320,057
- Net assets (EOY)
- $126,320,057
- Employer contributions
- $3,804,121
- Participant contributions
- $18,784,948
- Total income / additions
- $39,743,649
- Benefits paid
- $17,811,766
- Administrative expenses
- $384,434
- Total expenses
- $18,217,284
- Net increase / (decrease)
- $21,526,365
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $368,684 | $0 |
| Clifton Larson Allen, Llp | AUDITOR | $15,750 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |