# Menzel Limited Partnership 401(k) Plan
Source: https://planprovider.pro/companies/menzel-limited-partnership-570924203-501

> Menzel Limited Partnership's 401(k) plan: 32 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Menzel Limited Partnership

- **Sponsor EIN:** 570924203

- **Sponsor Address:** 951 SIMUEL RD, SPARTANBURG, SC, 29301

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 32

- **Total Assets:** $43,414

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|32|$43,414|$376,353|$230|

## 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|

| PLANNED ADMINISTRATORS, INC.|Other Service Provider|$16,586|—|$16,586|

| BROWN & BROWN (SC)|Investment Advisor|$12,716|—|$12,716|

| THE BENECON GROUP|Investment Advisor|$9,627|—|$9,627|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $38,929

- **Estimated Expense Ratio:** 89.669% 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|$489,724|—|—|—|—|

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