Plan Snapshot
- Plan Sponsor: M3 Usa Corporation
- Sponsor EIN: 710955864
- Sponsor Address: 501 OFFICE CENTER DRIVE, FORT WASHINGTON, PA, 19034
- Plan Type: 401(k)
- Total Participants: 642
- Total Assets: $58.1M
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 | 642 | $58.1M | $2.1M | $4.3M |
| 2023 | 655 | $46.6M | $1.6M | $3.6M |
| 2022 | 677 | $29.9M | $1.5M | $3.2M |
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 |
|---|---|---|---|---|
| POINTOAK RETIREMENT ADVISORS | INVESTMENT ADVISORY | $55,250 | — | $55,250 |
| TRANSAMERICA RETIREMENT SOLUTIONS, | RECORDKEEPER | $48,286 | — | $48,286 |
| ATLANTIC PENSION SERVICES, INC | RECORDKEEPER | $12,301 | — | $12,301 |
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS, — RECORDKEEPER
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,837
- Estimated Expense Ratio: 0.200% 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 | $116,729 | $116,729 | — | — | — |
| 2023 | $94,674 | $94,674 | — | — | — |
| 2022 | $89,801 | $89,801 | — | — | — |