# Mj Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/mj-management-llc-401k-plan

> Mj Management, LLC's 401(k) plan: 110 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mj Management, LLC

- **Sponsor EIN:** 742947475

- **Sponsor Address:** 121 WEST SIXTH STREET, AUSTIN, TX, 78701

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

- **Total Participants:** 110

- **Total Assets:** $19.3M

## 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|110|$19.3M|$167,925|$1.3M|

| 2023|106|$17.4M|$164,941|$1.3M|

| 2022|127|$13.8M|$229,457|$1.2M|

## 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|

| FROST BANK|ADVISOR|$41,943|—|$41,943|

| PEGGY S. EDGE, CPA, LLC|ACCOUNTANT/AUDITOR|$7,800|—|$7,800|

### Verified Provider Profiles

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

- [PEGGY S. EDGE, CPA, LLC](https://planprovider.pro/provider/peggy-s-edge-cpa-llc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $49,743

- **Estimated Expense Ratio:** 0.258% 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|$49,968|$41,943|—|$7,800|—|

| 2023|$55,742|$48,167|—|$7,300|—|

| 2022|$55,002|—|—|—|—|

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