# The Mountain Company DC Plan
Source: https://planprovider.pro/companies/the-mountain-company-550488302-001

> The Mountain Company's DC plan: 215 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/rea-and-associates-inc) — Auditor

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|—|—|

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