Plan Snapshot
- Plan Sponsor: Mpr Associates, INC.
- Sponsor EIN: 520804505
- Sponsor Address: 320 KING STREET, ALEXANDRIA, VA, 22314
- Plan Type: 401(k)
- Total Participants: 271
- Total Assets: $200.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 271 | $200.5M | $5.1M | $3.7M |
| 2023 | 264 | $191.9M | $5.2M | $3.5M |
| 2022 | 253 | $157.8M | $4.1M | $3.3M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING | NONE | $74,625 | — | $74,625 |
| T ROWE PRICE RPS INC | NONE | $47,201 | — | $47,201 |
| GROSSBERG COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING — NONE
- GROSSBERG COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,826
- Estimated Expense Ratio: 0.061% 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 | $14,317 | — | — | — | — |
| 2023 | $229,960 | — | — | $36,040 | — |
| 2022 | $130,875 | — | — | — | — |