# The Mahaffey Apartment Company 401(k) Plan
Source: https://planprovider.pro/companies/the-mahaffey-apartment-company-plan

> The Mahaffey Apartment Company's 401(k) plan: 403 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Mahaffey Apartment Company

- **Sponsor EIN:** 592881799

- **Sponsor Address:** 147 2ND AVENUE SOUTH, ST. PETERSBURG, FL, 33701

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

- **Total Participants:** 403

- **Total Assets:** $3.2M

## 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|403|$3.2M|$608,071|$680,595|

| 2023|392|$2.2M|$595,484|$564,536|

| 2022|397|$813,120|$384,304|$391,012|

## 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|

| ASSURANCE DIMENSIONS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ASSURANCE DIMENSIONS](https://planprovider.pro/provider/assurance-dimensions-inc) — Auditor

## 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|$85,803|—|$85,803|—|—|

| 2023|$56,270|$8,221|$48,049|—|—|

| 2022|$12,284|$1,137|$11,147|—|—|

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