Plan Snapshot
- Plan Sponsor: Mrb Group Engineering, Architecture, And Surveying, D.P.C.
- Sponsor EIN: 161242288
- Sponsor Address: THE CULVER ROAD ARMORY, ROCHESTER, NY, 14620
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 207
- Total Assets: $30.3M
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. |
|---|---|---|---|---|
| 2025 | 207 | $30.3M | $0 | $0 |
| 2024 | 170 | $25.2M | $362,029 | $2.0M |
| 2023 | 175 | $22.2M | $367,112 | $1.9M |
| 2022 | 167 | $16.1M | $242,818 | $1.4M |
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 |
|---|---|---|---|---|
| MENGEL METZGER BARR & CO, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $1,758,451 | $4,115 | — | — | — |
| 2024 | $3,559 | $2,496 | — | — | — |
| 2023 | $3,443 | $2,124 | — | — | — |
| 2022 | $2,651 | $1,895 | — | — | — |