# Mazak Corporation 401(k) Plan
Source: https://planprovider.pro/companies/mazak-corporation-401k-plan

> Mazak Corporation's 401(k) plan: 867 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mazak Corporation

- **Sponsor EIN:** 112161864

- **Sponsor Address:** 8025 PRODUCTION DRIVE, FLORENCE, KY, 41042

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

- **Total Participants:** 867

- **Total Assets:** $180.6M

## 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|867|$180.6M|$3.3M|$7.6M|

| 2023|835|$170.0M|$3.2M|$7.1M|

| 2022|797|$150.0M|$2.9M|$6.6M|

## 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|

| PCA INVESTMENT ADVISORY SERVICES|ADVISOR|$204,381|—|$204,381|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$100,338|—|$100,338|

| FLAGEL, HUBER, FLAGEL & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PCA INVESTMENT ADVISORY SERVICES](https://planprovider.pro/provider/pca-investment-advisory-services-inc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FLAGEL, HUBER, FLAGEL & CO.](https://planprovider.pro/provider/flagel-huber-flagel) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $304,719

- **Estimated Expense Ratio:** 0.169% 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|$304,719|$204,381|—|—|—|

| 2023|$275,208|$183,409|—|—|—|

| 2022|$299,999|—|—|—|—|

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