Plan Snapshot
- Plan Sponsor: M & B Products INC
- Sponsor EIN: 592827854
- Sponsor Address: 8601 HARNEY ROAD, TAMPA, FL, 33637
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $1.7M
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 | 218 | $1.7M | $47,366 | $200,881 |
| 2023 | 193 | $1.4M | $46,055 | $173,611 |
| 2022 | 149 | $1.2M | $40,440 | $167,369 |
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 |
|---|---|---|---|---|
| ALAN GEER CPA | 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 | $2,751 | $191 | — | — | — |
| 2023 | $2,364 | — | — | — | — |
| 2022 | $1,492 | — | — | — | — |