Plan Snapshot
- Plan Sponsor: M/E Engineering, P.C.
- Sponsor EIN: 223253106
- Sponsor Address: 300 TROLLEY BOULEVARD, ROCHESTER, NY, 14606
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $44.5M
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 | 179 | $44.5M | $899,258 | $1.8M |
| 2023 | 180 | $40.3M | $900,000 | $1.8M |
| 2022 | 175 | $38.6M | $819,649 | $1.7M |
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 |
|---|---|---|---|---|
| MENGEL METZGER BARR & COL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MENGEL METZGER BARR & COL, LLP — Auditor
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 | $91,748 | $834 | $12,094 | — | — |
| 2023 | $34,773 | $21,500 | $13,273 | — | — |
| 2022 | $25,940 | $10,750 | $15,065 | — | — |