Plan Snapshot
- Plan Sponsor: Mazzio'S, LLC
- Sponsor EIN: 730777012
- Sponsor Address: 4441 SOUTH 72ND EAST AVENUE, TULSA, OK, 74145
- Plan Type: 401(k)
- Total Participants: 584
- Total Assets: $21.1M
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 | 584 | $21.1M | $276,227 | $513,242 |
| 2023 | 626 | $19.5M | $266,045 | $495,905 |
| 2022 | 611 | $15.8M | $275,839 | $532,539 |
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 |
|---|---|---|---|---|
| GBQ PARTNERS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS LLC — Auditor
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 | $2,657 | $50 | — | — | — |
| 2023 | $3,056 | — | — | — | — |
| 2022 | $3,345 | — | — | — | — |