Plan Snapshot
- Plan Sponsor: Mad Anthonys, INC.
- Sponsor EIN: 910889684
- Sponsor Address: 10502 NE 37TH CIRCLE, KIRKLAND, WA, 98033
- Plan Type: 401(k)
- Total Participants: 760
- Total Assets: $33.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 760 | $33.7M | $128,972 | $2.5M |
| 2023 | 702 | $30.1M | $150,000 | $2.3M |
| 2022 | 622 | $25.3M | $100,481 | $2.0M |
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 |
|---|---|---|---|---|
| CLARK NUBER P.S. | 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 | $140,859 | — | $140,859 | — | — |
| 2023 | $117,760 | — | $117,760 | — | — |
| 2022 | $115,465 | — | $115,465 | — | — |