# Munck Wilson Mandala, LLP 401(k) Plan
Source: https://planprovider.pro/companies/munck-wilson-mandala-llp-401k-plan

> Munck Wilson Mandala, LLP's 401(k) plan: 177 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Munck Wilson Mandala, LLP

- **Sponsor EIN:** 263990304

- **Sponsor Address:** 12770 COIT ROAD, DALLAS, TX, 75251

- **Plan Type:** 401(k)

- **Total Participants:** 177

- **Total Assets:** $36.0M

## 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.|

| 2024|177|$36.0M|$1.2M|$1.8M|

| 2023|187|$30.5M|$1.4M|$1.7M|

| 2022|166|$24.1M|$1.1M|$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|

| NATIONWIDE|CUSTODIAN|$33,783|—|$33,783|

| INWEST RETIREMENT SOLUTIONS|TPA|$15,498|—|$15,498|

| HM&M GROUP, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — CUSTODIAN

- [HM&M GROUP, LLC](https://planprovider.pro/provider/hmandm-group-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $49,281

- **Estimated Expense Ratio:** 0.137% 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|$49,281|—|$15,498|—|—|

| 2023|$38,486|$33,641|$4,845|—|—|

| 2022|$38,784|$4,985|$33,799|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/munck-wilson-mandala-llp-401k-plan)

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