Plan Snapshot
- Plan Sponsor: Mhm Services, INC.
- Sponsor EIN: 825316510
- Sponsor Address: 21251 RIDGETOP CIRCLE, STERLINA, VA, 20166
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 12,688
- Total Assets: $233.1M
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. |
|---|---|---|---|---|
| 2025 | 12,688 | $233.1M | $0 | $0 |
| 2024 | 8,779 | $188.9M | $7.8M | $25.4M |
| 2023 | 6,824 | $151.5M | $7.0M | $22.0M |
| 2022 | 6,576 | $120.9M | $6.9M | $21.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $107,554 | — | $107,554 |
| APRIO LLP | Recordkeeper | $28,025 | — | $28,025 |
| CREATIVE PLANNING LLC | Recordkeeper | $25,000 | — | $25,000 |
| CREATIVE PLANNING HOLDCO, LLC | Recordkeeper | $12,500 | — | $12,500 |
| STRATEGIC ADVISERS LLC | Investment Advisor | $7,282 | — | $7,282 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $180,361
- Estimated Expense Ratio: 0.077% 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 |
|---|---|---|---|---|---|
| 2025 | $32,353,925 | $7,282 | $900 | $53,025 | — |
| 2024 | $179,156 | $63,750 | — | $29,281 | — |
| 2023 | $275,154 | $48,750 | — | — | — |
| 2022 | $271,454 | $65,000 | — | — | — |