Plan Snapshot
- Plan Sponsor: Msr- Fsr, LLC
- Sponsor EIN: 270715061
- Sponsor Address: 280 N ROOSEVELT AVE, CHANDLER, AZ, 85226
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 399
- Total Assets: $9.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 399 | $9.6M | $0 | $0 |
| 2024 | 307 | $7.3M | $494,092 | $1.1M |
| 2023 | 254 | $5.4M | $370,235 | $792,050 |
| 2022 | 230 | $4.0M | $277,921 | $648,784 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | Investment Advisor | $30,879 | — | $30,879 |
| ADP, INC. | Recordkeeper | $7,047 | — | $7,047 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,926
- Estimated Expense Ratio: 0.397% 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 |
|---|---|---|---|---|---|
| 2025 | $720,619 | $30,879 | — | — | — |
| 2024 | $30,846 | — | — | — | — |
| 2023 | $23,716 | $20,144 | — | — | — |
| 2022 | $22,805 | — | — | — | — |