# Mother Parkers Tea &amp; Coffee Usa 401(k) Plan
Source: https://planprovider.pro/companies/mother-parkers-tea-coffee-usa-401k-plan

> Mother Parkers Tea &amp; Coffee Usa&#39;s 401(k) plan: 148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mother Parkers Tea & Coffee Usa

- **Sponsor EIN:** 752833481

- **Sponsor Address:** 7800 WILL RODGERS BOULEVARD, FORT WORTH, TX, 76140

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

- **Total Participants:** 148

- **Total Assets:** $18.2M

## 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|148|$18.2M|$439,530|$1.0M|

| 2023|158|$18.0M|$442,176|$992,608|

| 2022|146|$14.9M|$396,193|$841,124|

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$49,755|$553|$50,308|

| ADP, INC.|RECORD KEEPER|$49,488|—|$49,488|

| PRICEWATERHOUSECOOPERS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $99,796

- **Estimated Expense Ratio:** 0.549% 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|$99,244|$49,756|—|—|—|

| 2023|$84,052|$46,039|—|—|—|

| 2022|$85,262|—|—|—|—|

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