# Mbs Asset Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/mbs-asset-management-llc-401k-plan

> Mbs Asset Management LLC's 401(k) plan: 658 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mbs Asset Management LLC

- **Sponsor EIN:** 275242020

- **Sponsor Address:** 1600 ROSECRANS AVE, MANHATTAN BEACH, CA, 90266

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

- **Total Participants:** 658

- **Total Assets:** $56.7M

## 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|658|$56.7M|$2.9M|$4.4M|

| 2023|723|$47.0M|$2.8M|$4.2M|

| 2022|779|$35.7M|$2.7M|$4.2M|

## 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|

| BANK OF AMERICA NA|INVESTMENT ADVISORY|$231,831|—|$231,831|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$80,027|—|$80,027|

| WINDES, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [WINDES, INC.](https://planprovider.pro/provider/windes-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $311,858

- **Estimated Expense Ratio:** 0.550% 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|$311,858|$231,831|—|—|—|

| 2023|$268,619|$195,552|—|—|—|

| 2022|$193,535|$142,371|—|—|—|

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