Plan Snapshot
- Plan Sponsor: Masuda, Funai, Eifert & Mitchell, Ltd.
- Sponsor EIN: 363125637
- Sponsor Address: 203 N LASALLE STREET, CHICAGO, IL, 606011262
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $44.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 80 | $44.0M | $750,000 | $939,662 |
| 2023 | 82 | $50.0M | $750,000 | $891,398 |
| 2022 | 81 | $46.6M | $750,000 | $832,297 |
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 |
|---|---|---|---|---|
| BOKF, N.A. | TRUSTEE | $37,842 | — | $37,842 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,842
- Estimated Expense Ratio: 0.086% 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 | $42,539 | $9,841 | — | — | — |
| 2023 | $55,465 | $22,146 | — | — | — |
| 2022 | $56,289 | $4,832 | — | — | $51,438 |