# Mountz, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mountz-inc-401k-plan

> Mountz, INC.'s 401(k) plan: 78 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mountz, INC.

- **Sponsor EIN:** 942625117

- **Sponsor Address:** 1080 N. 11TH STREET, SAN JOSE, CA, 95112

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

- **Total Participants:** 78

- **Total Assets:** $8.3M

## 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|78|$8.3M|$234,967|$645,413|

| 2023|127|$4.9M|$245,721|$708,193|

| 2022|120|$3.8M|$194,716|$563,258|

## 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|

| TRANSAMERICA LIFE INSURANCE COMPANY|RECORDKEEPER|$28,186|—|$28,186|

| UBS FINANCIAL SERVICES INC|INVESTMENT ADVISORY-PLAN|$21,741|—|$21,741|

| MUN CPAS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA LIFE INSURANCE COMPANY](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISORY-PLAN

- [MUN CPAS, LLC](https://planprovider.pro/provider/mun-cpas-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $49,927

- **Estimated Expense Ratio:** 0.600% 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|$57,075|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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