Plan Snapshot
- Plan Sponsor: The Mountain Company
- Sponsor EIN: 550488302
- Sponsor Address: 166 60TH STREET, VIENNA, WV, 26105
- Plan Type: DC
- Plan Number: 001
- Total Participants: 215
- Total Assets: $52.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 215 | $52.9M | $1.7M | $0 |
| 2023 | 221 | $48.5M | $1.6M | $0 |
| 2022 | 242 | $42.4M | $1.4M | $0 |
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 |
|---|---|---|---|---|
| RUANE CUNNIFF & GOLDFARB INC. | Other Service Provider | $191,927 | — | $191,927 |
| GARDNER RUSSO & QUINN LLC | Other Service Provider | $143,021 | — | $143,021 |
| JOHNSON INVESTMENT COUNSEL, INC. | Other Service Provider | $38,765 | — | $38,765 |
| REA & ASSOCIATES | Auditor | $17,000 | — | $17,000 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | $10,721 | — | $10,721 |
| METRO BENEFITS, INC. | Recordkeeper | $10,223 | — | $10,223 |
| OCTOBER THREE CONSULTING | Other Service Provider | $9,000 | — | $9,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REA & ASSOCIATES — Auditor
- CHARLES SCHWAB TRUST BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $420,657
- Estimated Expense Ratio: 0.796% 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 | $449,532 | — | $449,532 | — | — |
| 2023 | $369,732 | — | $369,732 | — | — |
| 2022 | $359,266 | — | $359,266 | — | — |