# Mayer, LLP 401(k) Plan
Source: https://planprovider.pro/companies/mayer-llp-401k-plan

> Mayer, LLP's 401(k) plan: 255 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/saville-cpas-and-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|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mayer-llp-401k-plan)

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