Plan Snapshot
- Plan Sponsor: Mahr INC.
- Sponsor EIN: 050319644
- Sponsor Address: 1144 EDDY STREET, PROVIDENCE, RI, 02905
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $29.1M
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 | 161 | $29.1M | $293,282 | $1.3M |
| 2023 | 166 | $27.0M | $319,251 | $1.2M |
| 2022 | 185 | $23.6M | $320,967 | $1.3M |
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 |
|---|---|---|---|---|
| OSAIC WEALTH INC | ADVISOR | — | $67,539 | $67,539 |
| TAWNEY,PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH INC — ADVISOR
- TAWNEY,PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,539
- Estimated Expense Ratio: 0.232% 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 | $2,425 | — | — | — | — |
| 2023 | $2,650 | — | — | — | — |
| 2022 | $1,850 | — | — | — | — |