Plan Snapshot
- Plan Sponsor: Maury Microwave Corporation
- Sponsor EIN: 952254373
- Sponsor Address: 2900 INLAND EMPIRE BLVD, ONTARIO, CA, 91764
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 83 | $7.9M | $295,605 | $624,975 |
| 2023 | 98 | $9.3M | $299,481 | $744,873 |
| 2022 | 94 | $7.1M | $43,685 | $588,663 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $33,055 | — | $33,055 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $26,270 | — | $26,270 |
| RPW SOLUTIONS LLC | TPA FEE | $9,140 | — | $9,140 |
| PKF O'CONNOR DAVIES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PKF O'CONNOR DAVIES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,465
- Estimated Expense Ratio: 0.864% 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 | $71,900 | — | — | — | — |
| 2023 | $61,765 | $32,131 | — | — | — |
| 2022 | $58,399 | $255 | — | — | — |