# Masuda, Funai, Eifert & Mitchell, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/masuda-funai-eifert-mitchell-ltd-plan

> Masuda, Funai, Eifert & Mitchell, Ltd.'s 401(k) plan: 80 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/masuda-funai-eifert-mitchell-ltd-plan)

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