Plan Snapshot
- Plan Sponsor: Mesa Products, INC.
- Sponsor EIN: 731210252
- Sponsor Address: 4445 SOUTH 74TH EAST AVENUE, TULSA, OK, 741454732
- Plan Type: 401(k)
- Total Participants: 249
- Total Assets: $24.3M
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 | 249 | $24.3M | $709,322 | $1.9M |
| 2023 | 273 | $26.3M | $704,777 | $1.8M |
| 2022 | 278 | $23.4M | $735,596 | $1.9M |
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 |
|---|---|---|---|---|
| BOKF, NA | Custodian / Trustee | $72,478 | — | $72,478 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,478
- Estimated Expense Ratio: 0.299% 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 | $70,828 | — | — | — | — |
| 2023 | $62,100 | — | — | — | — |
| 2022 | $18,754 | — | — | — | $18,754 |