Plan Snapshot
- Plan Sponsor: Mohenis Services, INC.
- Sponsor EIN: 540487685
- Sponsor Address: P.O. BOX 869, PETERSBURG, VA, 23804
- Plan Type: 401(k)
- Total Participants: 807
- Total Assets: $12.7M
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 | 807 | $12.7M | $194,746 | $902,089 |
| 2023 | 797 | $11.9M | $248,556 | $834,988 |
| 2022 | 701 | $10.4M | $247,749 | $825,015 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $112,599 | — | $112,599 | — | — |
| 2023 | $72,128 | — | $72,128 | — | — |
| 2022 | $79,685 | — | $79,685 | — | — |