# Mendes &amp; Mount, LLP 401(k) Plan
Source: https://planprovider.pro/companies/mendes-mount-llp-401k-plan

> Mendes &amp; Mount, LLP&#39;s 401(k) plan: 138 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mendes-mount-llp-401k-plan)

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