Plan Snapshot
- Plan Sponsor: Modjeski And Masters, INC.
- Sponsor EIN: 232638914
- Sponsor Address: 100 STERLING PARKWAY, SUITE 302, MECHANICSBURG, PA, 17050
- Plan Type: 401(k)
- Total Participants: 258
- Total Assets: $77.2M
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 | 258 | $77.2M | $526,794 | $2.6M |
| 2023 | 228 | $64.2M | $456,146 | $2.3M |
| 2022 | 229 | $53.7M | $416,587 | $2.2M |
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 |
|---|---|---|---|---|
| STAMBAUGH NESS, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STAMBAUGH NESS, INC. — 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 | $1,525 | — | — | — | — |
| 2023 | $3,606 | — | — | — | — |
| 2022 | $1,354 | — | — | — | — |