Plan Snapshot
- Plan Sponsor: Motion And Flow Control Products, INC.
- Sponsor EIN: 205601800
- Sponsor Address: 10822 W. TOLLER DRIVE, SUITE 300, LITTLETON, CO, 80127
- Plan Type: 401(k)
- Total Participants: 597
- Total Assets: $43.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 597 | $43.0M | $1.2M | $3.8M |
| 2023 | 649 | $42.3M | $1.2M | $3.6M |
| 2022 | 613 | $34.2M | $1.0M | $3.2M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $31,773 | — | $31,773 |
| WORLD INVESTMENT ADVISORS LLC | ADVISOR | $20,000 | — | $20,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $15,421 | — | $15,421 |
| RUBINBROWN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- RUBINBROWN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,194
- Estimated Expense Ratio: 0.156% 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 | $67,193 | $51,773 | — | — | — |
| 2023 | $74,605 | $53,372 | — | — | — |
| 2022 | $62,416 | $34,627 | — | — | — |