Plan Snapshot
- Plan Sponsor: Meeting Protocol Worldwide, LP
- Sponsor EIN: 752647216
- Sponsor Address: 15770 DALLAS PARKWAY, SUITE 1075, DALLAS, TX, 75248
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 170
- Total Assets: $12.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 170 | $12.8M | $0 | $0 |
| 2024 | 151 | $10.6M | $359,045 | $990,823 |
| 2023 | 144 | $8.3M | $179,846 | $630,483 |
| 2022 | 98 | $6.2M | $68,580 | $322,842 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $67,017 | — | $67,017 |
| PURSHE KAPLAN STERLING INV | Investment Advisor | — | $39,319 | $39,319 |
| DEFINITI LLC | Other Service Provider | $2,350 | $10,289 | $12,639 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,975
- Estimated Expense Ratio: 0.930% 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 |
|---|---|---|---|---|---|
| 2025 | $931,056 | — | $70,237 | — | — |
| 2024 | $520,536 | — | — | — | — |
| 2023 | $141,184 | — | — | — | — |
| 2022 | $351,012 | — | — | — | — |