Plan Snapshot
- Plan Sponsor: Mundy Service Corporation
- Sponsor EIN: 741507361
- Sponsor Address: P.O. BOX 721601, HOUSTON, TX, 77272
- Plan Type: 401(k)
- Total Participants: 1,578
- Total Assets: $17.5M
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 | 1,578 | $17.5M | $300,000 | $1.4M |
| 2023 | 1,603 | $15.1M | $0 | $936,545 |
| 2022 | 1,632 | $13.8M | $0 | $893,269 |
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 |
|---|---|---|---|---|
| BENTON DUROY, & IVEY, PC | 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 | $22,717 | — | — | — | — |
| 2023 | $9,260 | — | — | — | — |
| 2022 | $119,575 | — | — | — | — |