Plan Snapshot
- Plan Sponsor: Mendes & Mount, LLP
- Sponsor EIN: 135535371
- Sponsor Address: 750 SEVENTH AVENUE, NEW YORK, NY, 100196829
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $79.9M
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 | 138 | $79.9M | $370,035 | $1.5M |
| 2023 | 135 | $70.3M | $324,450 | $1.4M |
| 2022 | 129 | $60.1M | $729,070 | $1.3M |
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 |
|---|---|---|---|---|
| ANCHIN BLOCK AND ANCHIN LLP | Auditor | $37,134 | — | $37,134 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANCHIN BLOCK AND ANCHIN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,134
- Estimated Expense Ratio: 0.046% 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 | $88,708 | $13,493 | — | $37,134 | — |
| 2023 | $17,557 | $3,160 | — | — | — |
| 2022 | $19,919 | $1,447 | — | — | — |