Plan Snapshot
- Plan Sponsor: M Holding Co.
- Sponsor EIN: 300757294
- Sponsor Address: 221 S. 35TH AVENUE, PHOENIX, AZ, 85009
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $8.6M
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 | 142 | $8.6M | $18,263 | $539,707 |
| 2023 | 164 | $8.2M | $101,840 | $571,773 |
| 2022 | 151 | $7.0M | $85,294 | $470,835 |
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 |
|---|---|---|---|---|
| MANSPERGER PATTERSON & MCMULLIN, PL | 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 | $71,998 | $71,998 | — | — | — |
| 2023 | $53,207 | $53,207 | — | — | — |
| 2022 | $48,461 | — | — | — | $48,461 |