# Mount Airy #1, LLC 401(k) Plan
Source: https://planprovider.pro/companies/mount-airy-1-llc-401k-plan

> Mount Airy #1, LLC's 401(k) plan: 772 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mount Airy #1, LLC

- **Sponsor EIN:** 201454362

- **Sponsor Address:** 312 WOODLAND ROAD, MT. POCONO, PA, 18344

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

- **Total Participants:** 772

- **Total Assets:** $16.0M

## 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|772|$16.0M|$347,029|$1.9M|

| 2023|810|$14.3M|$341,607|$1.9M|

| 2022|820|$12.3M|$334,438|$1.9M|

## 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|

| KRONICK, KALADA, BERDY & CO|Auditor|$11,800|—|$11,800|

### Verified Provider Profiles

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

- [KRONICK, KALADA, BERDY & CO](https://planprovider.pro/provider/kronick-kalada-berdy-and-co-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,800

- **Estimated Expense Ratio:** 0.074% 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|$136,667|$3,143|$121,724|$11,800|—|

| 2023|$128,166|$2,802|$113,764|$11,600|—|

| 2022|$122,037|$2,825|$108,312|—|$10,900|

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