Plan Snapshot
- Plan Sponsor: Mammoth Electric, INC.
- Sponsor EIN: 330652573
- Sponsor Address: 170 E LIBERTY AVENUE, ANAHEIM, CA, 92801
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $2.6M
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 | 160 | $2.6M | $37,937 | $519,661 |
| 2023 | 171 | $1.9M | $0 | $452,976 |
| 2022 | 147 | $1.4M | $0 | $440,918 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES | Other Service Provider | $24,607 | — | $24,607 |
| NATIONWIDE | Insurance Carrier | $9,508 | — | $9,508 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Insurance Carrier
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,115
- Estimated Expense Ratio: 1.301% 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 | $30,842 | — | — | — | — |
| 2023 | $32,658 | $7,494 | — | — | — |
| 2022 | $21,681 | — | $21,681 | — | — |