# Meeting Protocol Worldwide, LP 401(k) Plan
Source: https://planprovider.pro/companies/meeting-protocol-worldwide-lp-752647216-002

> Meeting Protocol Worldwide, LP's 401(k) plan: 170 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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