# John Mezzalingua Associates LLC D/B 401(k) Plan
Source: https://planprovider.pro/companies/john-mezzalingua-associates-llc-d-b-401k-plan

> John Mezzalingua Associates LLC D/B's 401(k) plan: 537 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** John Mezzalingua Associates LLC D/B

- **Sponsor EIN:** 900913004

- **Sponsor Address:** 7645 HENRY CLAY BOULEVARD, LIVERPOOL, NY, 13088

- **Plan Type:** 401(k)

- **Total Participants:** 537

- **Total Assets:** $45.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|537|$45.5M|$1.0M|$4.6M|

| 2023|581|$37.7M|$1.6M|$4.8M|

| 2022|696|$29.5M|$1.4M|$4.1M|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$18,137|—|$18,137|

| MORNINGSTAR|SERVICE PROVIDER|—|$6,115|$6,115|

| BONADIO & CO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORNINGSTAR](https://planprovider.pro/provider/jp-morgan-asset-management) — SERVICE PROVIDER

- [BONADIO & CO LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $24,252

- **Estimated Expense Ratio:** 0.053% 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|$18,723|$373|$15,850|—|—|

| 2023|$23,650|—|$21,200|—|—|

| 2022|$10,350|—|—|—|—|

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