Plan Snapshot
- Plan Sponsor: Mesa Systems, INC.
- Sponsor EIN: 841315659
- Sponsor Address: 681 RAILROAD BLVD, GRAND JUNCTION, CO, 81505
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $10.2M
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 | 233 | $10.2M | $121,667 | $733,310 |
| 2023 | 205 | $6.9M | $76,447 | $641,685 |
| 2022 | 259 | $7.0M | $85,207 | $767,349 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $31,280 | $170 | $31,450 |
| GLOBAL RETIREMENT PARTNERS, LLC | Investment Advisor | $16,011 | — | $16,011 |
| DWC | Other Service Provider | $14,750 | — | $14,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
- GLOBAL RETIREMENT PARTNERS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,211
- Estimated Expense Ratio: 0.610% 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 | $38,021 | $16,011 | $22,010 | — | — |
| 2023 | $21,381 | $6,882 | $14,499 | — | — |
| 2022 | $62,732 | $34,885 | $27,847 | — | — |