Plan Snapshot
- Plan Sponsor: M J Engineering And Land Surveying
- Sponsor EIN: 141610087
- Sponsor Address: 1533 CRESCENT RD, CLIFTON PARK, NY, 120657701
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $14.7M
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 | 146 | $14.7M | $313,650 | $1.3M |
| 2023 | 144 | $12.7M | $265,364 | $1.1M |
| 2022 | 127 | $10.3M | $248,300 | $1.0M |
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 |
|---|---|---|---|---|
| LUTZ, SELIG & ZERONDA, CPAS, L.L.P. | 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 | $67,036 | $2,801 | $56,851 | — | — |
| 2023 | $54,469 | $2,256 | $46,341 | — | — |
| 2022 | $51,625 | — | — | — | — |