Plan Snapshot
- Plan Sponsor: Mashura LLC
- Sponsor EIN: 900713894
- Sponsor Address: 3801 E. ROESER ROAD #16, PHOENIX, AZ, 85040
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 98 | $6.1M | $424,369 | $692,982 |
| 2023 | 90 | $4.9M | $655,006 | $548,808 |
| 2022 | 74 | $3.3M | $221,680 | $372,013 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $39,088 | $24,144 | — | — | — |
| 2023 | $18,170 | $6,884 | — | — | — |
| 2022 | $11,684 | $11,684 | — | — | — |