Retirement plan

MARRAKECH, INC 401(K) AND PROFIT SHARING PLAN

Name: MARRAKECH, INC. - MARRAKECH, INC 401(K) AND PROFIT SHARING PLAN (2025) Form 5500
Creator: MARRAKECH, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARRAKECH, INC 401(K) AND PROFIT SHARING PLAN, MARRAKECH, INC.

MARRAKECH, INC.EIN 23-7148533Plan #001PY 2025

6 LUNAR DRIVE - WOODBRIDGE, CT 06525203-389-2970marocco-tour.comLinkedIn501-1000 employeesindividual & family services

Other plans on this EIN

1 filing

#002Retirement-$473K assets

Prospect flagsLow returnsLow participant contribution

How to read this page

Total assets (EOY)

$12.8M

+21.2% from 2024

Total participants

830

+10.8% from 2024

Average account balance

$17,986

+15.4% from 2024

Annual return

10.00%

-4.27 pp from 2024

Benchmarks

See 1,145 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort1,145 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$12.79M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$18K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

711

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

82.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.10M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.00%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$179

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754	Recordkeeping	$69,584
PASI, LLC5 years Service code 15 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032	Recordkeeping	$29,326
PATRIOT BENEFIT SOLUTIONS INSURANCE2 years Filed as: PATRIOT FINANCIAL Service code 27 · EIN 90-0138117	Advisory (Plan)	$23,720
CITRIN COOPERMAN1 year Service code 13 · EIN 22-2428965	Contract Administrator	$3,286

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$127K

$184 / participant

Recordkeeping$48K37.8%
Contract admin$79K62.2%

% of EOY assets

0.995%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CITRIN COOPERMAN & COMPANY, LLP
Auditor EIN: 222428965
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,986

$46,464-61.3%

$150,298-88.0%

$79,634-77.4%

Participation rate

82.8%

57.0%+25.8pp

77.8%+5.0pp

62.5%+20.3pp

Annual return

10.00%

27.89%-17.9pp

62.79%-52.8pp

36.46%-26.5pp

Employer contribution / active EE

$2,510

$1,512+66.0%

$4,154-39.6%

$2,529-0.8%

Participant deferral / active EE

$529

$2,157-75.5%

$5,453-90.3%

$3,835-86.2%

Admin fee / account holder

$179

$891-79.9%

$14,116-98.7%

$1,002-82.1%

Provider

Service type

Compensation

ASCENSUS LLC8 years

Service code 15 · EIN 11-3665754

Recordkeeping

$69,584

PASI, LLC5 years

Service code 15

10 TALCOTT NOTCH RD · FARMINGTON, CT 06032

Recordkeeping

$29,326

PATRIOT BENEFIT SOLUTIONS INSURANCE2 years

Filed as: PATRIOT FINANCIAL

Service code 27 · EIN 90-0138117

Advisory (Plan)

$23,720

CITRIN COOPERMAN1 year

Service code 13 · EIN 22-2428965

Contract Administrator

$3,286

MARRAKECH, INC 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARRAKECH, INC 401(K) AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion