Plan Snapshot
- Plan Sponsor: Mutz Motors Limited Partnership
- Sponsor EIN: 593403793
- Sponsor Address: 1430 WEST MEMORIAL BOULEVARD, LAKELAND, FL, 33815
- Plan Type: 401(k)
- Total Participants: 335
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 335 | $9.8M | $333,329 | $1.1M |
| 2023 | 302 | $7.8M | $298,811 | $1.1M |
| 2022 | 285 | $5.8M | $320,195 | $1.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $30,706 | — | $30,706 |
| LPL FINANCIAL LLC | ADVISOR | $20,865 | — | $20,865 |
| WALL TITUS, LLC | ACCOUNTANT | $11,500 | — | $11,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- LPL FINANCIAL LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,071
- Estimated Expense Ratio: 0.643% 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 | $64,198 | $21,992 | — | $11,500 | — |
| 2023 | $58,479 | $16,342 | — | $18,375 | — |
| 2022 | $47,561 | $258 | — | — | — |