# Mathiowetz Construction Company 401(k) Plan
Source: https://planprovider.pro/companies/mathiowetz-construction-company-410873426-001

> Mathiowetz Construction Company's 401(k) plan: 182 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mathiowetz Construction Company

- **Sponsor EIN:** 410873426

- **Sponsor Address:** 30676 COUNTY ROAD 24, SLEEPY EYE, MN, 56085

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 182

- **Total Assets:** $65.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|182|$65.9M|$3.4M|$1.2M|

| 2023|176|$60.9M|$3.1M|$1.1M|

| 2022|172|$52.0M|$3.3M|$1.1M|

## 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|

| LPL FINANCIAL SERVICES|Investment Advisor|$136,934|—|$136,934|

| FIRST MERCANTILE TRUST COMPANY|Other Service Provider|$61,866|—|$61,866|

| CLIFTONLARSONALLEN, LLP|Auditor|$18,653|—|$18,653|

| TAX SHELTERED COMPENSATION, INC.|Recordkeeper|$16,697|—|$16,697|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $234,150

- **Estimated Expense Ratio:** 0.355% 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|$234,149|—|—|—|—|

| 2023|$84,540|—|—|—|—|

| 2022|$19,928|—|—|—|—|

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