Plan Snapshot
- Plan Sponsor: Makeready LLC
- Sponsor EIN: 364825662
- Sponsor Address: 1131 DRAGON ST., DALLAS, TX, 75207
- Plan Type: 401(k)
- Total Participants: 1,017
- Total Assets: $15.5M
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 | 1,017 | $15.5M | $1.1M | $1.9M |
| 2023 | 920 | $12.2M | $981,831 | $1.6M |
| 2022 | 754 | $8.2M | $802,364 | $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 |
|---|---|---|---|---|
| GBQ PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS, LLC — Auditor
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 | $110,545 | $35,142 | $63,430 | — | — |
| 2023 | $89,372 | $29,389 | $50,163 | — | — |
| 2022 | $60,000 | $23,613 | $29,279 | — | $7,108 |