Plan Snapshot
- Plan Sponsor: Mesa Associates, INC.
- Sponsor EIN: 631029698
- Sponsor Address: 480 PRODUCTION AVE, MADISON, AL, 357588955
- Plan Type: 401(k)
- Total Participants: 1,076
- Total Assets: $135.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,076 | $135.6M | $4.0M | $9.3M |
| 2023 | 1,065 | $118.9M | $3.6M | $8.5M |
| 2022 | 974 | $98.4M | $3.2M | $7.5M |
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 |
|---|---|---|---|---|
| HILL FOGG, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $23,546 | — | $23,546 | — | — |
| 2023 | $18,204 | — | $18,204 | — | — |
| 2022 | $18,256 | — | $18,256 | — | — |