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 returns

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 858 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort858 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

1 tripped

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

$42,909-58.1%

$152,093-88.2%

$71,012-74.7%

Participation rate

82.8%

54.7%+28.1pp

77.8%+5.0pp

58.6%+24.2pp

Annual return

10.00%

30.57%-20.6pp

66.36%-56.4pp

37.67%-27.7pp

Employer contribution / active EE

$2,510

$1,369+83.4%

$4,175-39.9%

$2,348+6.9%

Participant deferral / active EE

$529

$1,904-72.2%

$5,451-90.3%

$3,246-83.7%

Admin fee / account holder

$179

$1,014-82.3%

$14,497-98.8%

$1,167-84.7%

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