# Mutz Motors Limited Partnership 401(k) Plan
Source: https://planprovider.pro/companies/mutz-motors-limited-partnership-401k-plan

> Mutz Motors Limited Partnership's 401(k) plan: 335 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/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|—|—|—|

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