Plan Snapshot
- Plan Sponsor: M & H Enterprises, INC.
- Sponsor EIN: 621268914
- Sponsor Address: 8319 THORA LN, SPRING, TX, 77379
- Plan Type: 401(k)
- Total Participants: 94
- Total Assets: $26.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 94 | $26.5M | $264,139 | $1.1M |
| 2023 | 81 | $22.6M | $270,051 | $965,740 |
| 2022 | 80 | $18.4M | $373,237 | $919,034 |
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 |
|---|---|---|---|---|
| BLAZEK & VETTERLING LLC | ACCOUNTANT/AUDITOR | $18,350 | — | $18,350 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLAZEK & VETTERLING LLC — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,350
- Estimated Expense Ratio: 0.069% 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 | $22,248 | $2,980 | — | $18,350 | — |
| 2023 | $22,699 | $2,766 | — | $17,500 | — |
| 2022 | $16,955 | $1,991 | — | — | — |