# M&S Engineering, LLC 401(k) Plan
Source: https://planprovider.pro/companies/m-s-engineering-llc-401k-plan

> M&S Engineering, LLC's 401(k) plan: 324 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** M&S Engineering, LLC

- **Sponsor EIN:** 742972800

- **Sponsor Address:** PO BOX 970, SPRING BRANCH, TX, 78070

- **Plan Type:** 401(k)

- **Total Participants:** 324

- **Total Assets:** $16.6M

## 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|324|$16.6M|$682,150|$1.5M|

| 2023|270|$13.2M|$584,678|$1.4M|

| 2022|226|$10.3M|$464,706|$1.2M|

## 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|

| AMERIPRISE FINANCIAL SERVICES INC|ADVISOR|—|$68,623|$68,623|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$25,238|—|$25,238|

| ATKG, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AMERIPRISE FINANCIAL SERVICES INC](https://planprovider.pro/provider/ameriprise-financial-services-llc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $93,861

- **Estimated Expense Ratio:** 0.564% 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|$25,238|—|—|—|—|

| 2023|$22,494|—|—|—|—|

| 2022|$17,419|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/m-s-engineering-llc-401k-plan)

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