# Modrall, Sperling, Roehl, Harris & Sisk, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/modrall-sperling-roehl-harris-sisk-p-a-plan-001

> Modrall, Sperling, Roehl, Harris & Sisk, P.A.'s 401(k) plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Modrall, Sperling, Roehl, Harris & Sisk, P.A.

- **Sponsor EIN:** 850283491

- **Sponsor Address:** 500 FOURTH STREET NW, SUITE 1000, ALBUQUERQUE, NM, 87102

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

- **Total Participants:** 98

- **Total Assets:** $81.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|98|$81.0M|$1.3M|$1.2M|

| 2023|104|$77.8M|$1.4M|$1.2M|

| 2022|105|$66.1M|$1.3M|$1.1M|

## 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|

| PULAKOS CPAS, PC|Auditor|—|—|$0|

## 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|$35,338|—|$35,338|—|—|

| 2023|$33,924|—|$33,924|—|—|

| 2022|$9,625|—|—|—|$9,625|

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