# Mestek, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mestek-inc-401k-plan-001

> Mestek, INC.'s 401(k) plan: 429 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mestek, INC.

- **Sponsor EIN:** 250661650

- **Sponsor Address:** 260 NORTH ELM STREET, WESTFIELD, MA, 01085

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

- **Total Participants:** 429

- **Total Assets:** $11.9M

## 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|429|$11.9M|$174,452|$291,952|

| 2023|188|$12.4M|$170,616|$303,809|

| 2022|362|$13.3M|$197,128|$519,577|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$15,660|—|$15,660|

| PKF O'CONNOR DAVIES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PKF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $15,660

- **Estimated Expense Ratio:** 0.132% 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|$16,200|—|$3,984|—|—|

| 2023|$23,303|—|$21,149|$2,000|—|

| 2022|$32,628|—|$27,453|—|$5,000|

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