Plan Snapshot
- Plan Sponsor: Mks2, LLC
- Sponsor EIN: 271260077
- Sponsor Address: P O BOX 342374, AUSTIN, TX, 78734
- Plan Type: 401(k)
- Total Participants: 719
- Total Assets: $8.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 719 | $8.3M | $711,879 | $1.3M |
| 2023 | 730 | $5.4M | $471,318 | $932,462 |
| 2022 | 158 | $3.1M | $398,298 | $861,376 |
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 |
|---|---|---|---|---|
| ATCHLEY & ASSOCIATES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ATCHLEY & ASSOCIATES LLP — 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 | $34,588 | — | — | — | — |
| 2023 | $23,536 | $7,733 | — | — | — |
| 2022 | $15,586 | $5,986 | $9,600 | — | — |