Plan Snapshot
- Plan Sponsor: Musarubra Us, LLC
- Sponsor EIN: 862066250
- Sponsor Address: 6000 HEADQUARTERS, PLANO, TX, 75024
- Plan Type: 401(k)
- Total Participants: 1,297
- Total Assets: $251.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,297 | $251.0M | $8.8M | $22.4M |
| 2023 | 1,607 | $216.2M | $8.7M | $24.6M |
| 2022 | 1,189 | $136.7M | $6.8M | $18.4M |
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 |
|---|---|---|---|---|
| CBIZ CPAS, P.C. | 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 | $3,485 | — | $1,800 | — | — |
| 2023 | $25,067 | — | $900 | — | — |
| 2022 | $13,312 | — | — | — | — |