Plan Snapshot
- Plan Sponsor: Msol, INC. Dba Macro Solutions, INC.
- Sponsor EIN: 364480652
- Sponsor Address: 800 MARYLAND AVE., NE, WASHINGTON, DC, 200025306
- Plan Type: 401(k)
- Total Participants: 188
- Total Assets: $15.5M
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 | 188 | $15.5M | $795,721 | $1.8M |
| 2023 | 162 | $13.0M | $590,026 | $1.5M |
| 2022 | 116 | $10.4M | $604,236 | $1.0M |
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 |
|---|---|---|---|---|
| MATTHEWS, CARTER AND BOYCE | 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 |
|---|---|---|---|---|---|
| 2024 | $46,367 | $21,905 | $24,462 | — | — |
| 2023 | $55,945 | — | $55,945 | — | — |
| 2022 | $55,310 | — | $55,310 | — | — |