# Mazzetti 401(K) Plan 401(k) Plan
Source: https://planprovider.pro/companies/mazzetti-inc-401k-plan

> Mazzetti 401(K) Plan's 401(k) plan: 223 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mazzetti 401(K) Plan

- **Sponsor EIN:** 941722463

- **Sponsor Address:** 220 MONTGOMERY STREET, SAN FRANCISCO, CA, 94104

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

- **Total Participants:** 223

- **Total Assets:** $42.0M

## 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|223|$42.0M|$614,830|$2.0M|

| 2023|213|$42.6M|$494,264|$2.0M|

| 2022|217|$37.8M|$521,829|$1.7M|

## 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|

| NEWPORT GROUP, INC.|RECORDKEEPER|$36,170|—|$36,170|

| TURNER, WARREN, HWANG & CONRAD AC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $36,170

- **Estimated Expense Ratio:** 0.086% 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|$38,320|—|$1,650|—|—|

| 2023|$63,629|$37,950|$19,784|—|—|

| 2022|$77,952|$47,350|$30,602|—|—|

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