Plan Snapshot
- Plan Sponsor: Mod Super Fast Pizza, LLC
- Sponsor EIN: 262450462
- Sponsor Address: 2035 158TH CT NE, BELLEVUE, WA, 98008
- Plan Type: 401(k)
- Total Participants: 2,349
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,349 | $12.7M | $0 | $3.4M |
| 2023 | 2,563 | $12.0M | $0 | $3.9M |
| 2022 | 2,800 | $9.2M | $0 | $3.9M |
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 |
|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | Recordkeeper | $260,288 | — | $260,288 |
| INTEGRITY FINANCIAL | Investment Advisor | $75,266 | — | $75,266 |
| HEALTHEQUITY RETIREMENT SERVICES, L | Other Service Provider | $32,092 | — | $32,092 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS LIFE INSURANCE CORP — Recordkeeper
- INTEGRITY FINANCIAL — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $367,646
- Estimated Expense Ratio: 2.897% 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 | $371,638 | $75,266 | $292,381 | — | — |
| 2023 | $323,535 | $62,864 | $109,478 | — | — |
| 2022 | $325,294 | $56,368 | $268,926 | — | — |