Plan Snapshot
- Plan Sponsor: Mayer, LLP
- Sponsor EIN: 832396704
- Sponsor Address: 750 N. SAINT PAUL ST., DALLAS, TX, 75201
- Plan Type: 401(k)
- Total Participants: 255
- Total Assets: $19.4M
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 | 255 | $19.4M | $592,623 | $1.9M |
| 2023 | 207 | $16.4M | $189,043 | $1.6M |
| 2022 | 167 | $13.6M | $150,569 | $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 |
|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $68,067 | — | $68,067 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $48,645 | — | $48,645 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $31,017 | — | $31,017 |
| SAVILLE CPAS & ADVISORS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAVILLE CPAS & ADVISORS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $147,729
- Estimated Expense Ratio: 0.760% 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 | $144,369 | — | $2,864 | — | — |
| 2023 | $105,395 | — | $2,905 | — | — |
| 2022 | — | — | — | — | — |