Plan Snapshot
- Plan Sponsor: Mbh Architects, INC.
- Sponsor EIN: 943104650
- Sponsor Address: 960 ATLANTIC AVE, ALAMEDA, CA, 94501
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $31.2M
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 | 159 | $31.2M | $475,000 | $1.6M |
| 2023 | 176 | $26.9M | $550,000 | $1.7M |
| 2022 | 196 | $20.8M | $500,000 | $1.6M |
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 |
|---|---|---|---|---|
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO LLP — 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 | $4,123 | $927 | — | — | — |
| 2023 | $8,609 | $108 | $8,120 | — | — |
| 2022 | $15,411 | — | $15,411 | — | — |