Plan Snapshot
- Plan Sponsor: Msp Real Estate
- Sponsor EIN: 411630478
- Sponsor Address: 7901 WEST NATIONAL AVE, WEST ALLIS, WI, 53214
- Plan Type: 401(k)
- Total Participants: 658
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 658 | $5.7M | $367,888 | $747,851 |
| 2023 | 739 | $4.9M | $320,861 | $705,121 |
| 2022 | 464 | $4.0M | $300,614 | $606,513 |
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 |
|---|---|---|---|---|
| SVA | 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 | $54,308 | $39,511 | — | — | — |
| 2023 | $39,949 | $32,899 | — | — | — |
| 2022 | $35,165 | $30,951 | — | — | — |