Plan Snapshot
- Plan Sponsor: Mayfair Management Group, LP
- Sponsor EIN: 260052388
- Sponsor Address: 7920 BELT LINE RD., SUITE 800, DALLAS, TX, 75254
- Plan Type: 401(k)
- Total Participants: 328
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 328 | $1.9M | $51,626 | $350,142 |
| 2023 | 311 | $1.9M | $61,511 | $271,961 |
| 2022 | 285 | $1.3M | $50,167 | $189,495 |
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 |
|---|---|---|---|---|
| GARRETY AND ASSOCIATES CPA LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $18,926 | — | — | — | — |
| 2023 | $20,622 | — | — | — | — |
| 2022 | $9,558 | — | $9,558 | — | — |