Plan Snapshot
- Plan Sponsor: Ana G Mendez University INC
- Sponsor EIN: 412096004
- Sponsor Address: 5575 S SEMORAN BLVD SUITE 502, ORLANDO, FL, 32822
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 102
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 102 | $3.3M | $73,300 | $323,116 |
| 2023 | 119 | $2.9M | $76,360 | $342,594 |
| 2022 | 34 | $385,608 | $10,757 | $59,087 |
| 2020 | 109 | $2.5M | $51,157 | $249,968 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $14,313 | — | $14,313 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,313
- Estimated Expense Ratio: 0.436% of plan assets
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 | $16,402 | — | — | — | — |
| 2023 | $11,123 | — | — | — | — |
| 2022 | $7,382 | — | — | — | — |
| 2020 | $4,690 | — | — | — | — |