# Mize Cpas INC. 401(k) Plan
Source: https://planprovider.pro/companies/mize-cpas-inc-401k-plan

> Mize Cpas INC.'s 401(k) plan: 307 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mize Cpas INC.

- **Sponsor EIN:** 480882363

- **Sponsor Address:** TOWNSITE 2, 120 SE 6TH AVENUE, TOPEKA, KS, 66603

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

- **Total Participants:** 307

- **Total Assets:** $36.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|307|$36.4M|$505,266|$1.8M|

| 2023|290|$32.9M|$440,278|$1.5M|

| 2022|253|$29.1M|$381,003|$1.4M|

## 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|

| PICKETT, CHANEY & MCMULLEN, LLP|Auditor|$10,150|—|$10,150|

### Verified Provider Profiles

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

- [PICKETT, CHANEY & MCMULLEN, LLP](https://planprovider.pro/provider/pickett-chaney-and-mcmullen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,150

- **Estimated Expense Ratio:** 0.028% 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|$142,919|$86,112|—|$10,150|—|

| 2023|$107,114|$66,334|$31,180|$9,600|—|

| 2022|$120,639|$77,430|$34,334|—|$8,875|

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