# The Mayer Corporation 401(k) Plan
Source: https://planprovider.pro/companies/the-mayer-corporation-401k-plan

> The Mayer Corporation's 401(k) plan: 567 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Mayer Corporation

- **Sponsor EIN:** 465084526

- **Sponsor Address:** 8951 RESEARCH DRIVE, IRVINE, CA, 92618

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

- **Total Participants:** 567

- **Total Assets:** $12.9M

## 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|567|$12.9M|$392,284|$769,270|

| 2023|502|$11.0M|$336,390|$658,902|

| 2022|361|$9.8M|$298,054|$593,736|

## 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|$25,289|—|$25,289|

| CONCURRENT INVESTMENT ADVISORS LLC|ADVISOR|$20,000|—|$20,000|

| WERTZ & COMPANY, LLP|Auditor|—|—|$0|

### 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

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $45,289

- **Estimated Expense Ratio:** 0.352% 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|$49,328|$24,039|—|—|—|

| 2023|$45,412|$21,886|—|—|—|

| 2022|$58,056|$649|—|—|—|

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