Plan Snapshot
- Plan Sponsor: Mesker Mbm LP
- Sponsor EIN: 881944901
- Sponsor Address: 3440 STANWOOD BLVD., HUNTSVILLE, AL, 35811
- Plan Type: 401(k)
- Total Participants: 210
- Total Assets: $2.9M
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 | 210 | $2.9M | $315,682 | $609,284 |
| 2023 | 222 | $2.0M | $394,092 | $553,802 |
| 2022 | 273 | $356,361 | $116,204 | $162,290 |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — Auditor
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 | $42,322 | $42,322 | — | — | — |
| 2023 | $20,213 | $20,213 | — | — | — |
| 2022 | $225 | — | $225 | — | — |