Marco Technologies, LLC 401(K) Plan — Form 5500 plan (Marco, Inc.)

Plain-English plan 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, Marco Technologies, LLC 401(K) Plan is a benefit plan reported by Marco, Inc. under EIN 41-0991721 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,703 participants and $128,723,117 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marco, Inc.
EIN
41-0991721
Plan number
001
Plan type
2
Location
St. Cloud, MN
Latest filing year
2023
Participants
1,703
End-of-year plan assets
$128,723,117

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,703H, C20241011151638NAL0023072353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$128,723,117
Total liabilities (EOY)
$0
Net assets (EOY)
$128,723,117
Net assets (BOY)
$103,539,004

Income & contributions

Employer contributions
$4,380,010
Participant contributions
$8,007,000
Total contributions
$13,195,297
Total income / additions
$33,749,275

Expenses & distributions

Benefits paid
$8,408,184
Administrative expenses
$151,332
Total expenses
$8,565,162
Net increase / (decrease)
$25,184,113

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$96,785$02023
Ledge Wealth Management IncADVISOR$54,679not reported in the loaded dataset2023

Related Form 5500 pages