# Ana G Mendez University INC 401(k) Plan
Source: https://planprovider.pro/companies/ana-g-mendez-university-inc-412096004-001

> Ana G Mendez University INC's 401(k) plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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