Plan Snapshot
- Plan Sponsor: Meca Solutions, LLC
- Sponsor EIN: 392032285
- Sponsor Address: P O BOX 28498, GREEN BAY, WI, 54324
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $8.7M
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 | 110 | $8.7M | $230,935 | $647,666 |
| 2023 | 126 | $7.6M | $222,315 | $611,059 |
| 2022 | 109 | $5.8M | $185,264 | $520,227 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING, LLC | INVESTMENT ADVISOR | $31,097 | — | $31,097 |
| WIPFLI, LLP | RECORDKEEPER | $20,439 | — | $20,439 |
| CHERRY BEKAERT ADVISORY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, LLC — INVESTMENT ADVISOR
- WIPFLI, LLP — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,536
- Estimated Expense Ratio: 0.593% 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 | $55,372 | $31,097 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |