Plan Snapshot
- Plan Sponsor: Market Enginuity, INC.
- Sponsor EIN: 861028149
- Sponsor Address: 3131 E CLARENDON AVE, PHOENIX, AZ, 850167069
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $8.8M
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 | 133 | $8.8M | $0 | $913,713 |
| 2023 | 137 | $8.7M | $0 | $1.8M |
| 2022 | 139 | $7.6M | $0 | $962,795 |
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 |
|---|---|---|---|---|
| MANSBERGER, PATTERSON, AND MCMULLIN | 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 | $42,667 | — | $42,667 | — | — |
| 2023 | $75,912 | — | $75,912 | — | — |
| 2022 | $40,122 | — | — | — | — |