Plan Snapshot
- Plan Sponsor: M & D Supply, INC.
- Sponsor EIN: 741557339
- Sponsor Address: 4580 COLLEGE STREET, BEAUMONT, TX, 77707
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 212
- Total Assets: $5.1M
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 | 212 | $5.1M | $103,641 | $317,682 |
| 2023 | 190 | $4.3M | $103,670 | $261,763 |
| 2022 | 120 | $3.8M | $91,078 | $247,947 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $6,676 | — | $6,676 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,676
- Estimated Expense Ratio: 0.132% 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 | $6,676 | — | — | — | — |
| 2023 | $11,093 | — | — | — | — |
| 2022 | $6,429 | — | — | — | — |