Plan Snapshot
- Plan Sponsor: Tyson & Mendes LLP
- Sponsor EIN: 202119209
- Sponsor Address: 5661 LA JOLLA BLVD, LA JOLLA, CA, 920377524
- Plan Type: 401(k)
- Total Participants: 490
- Total Assets: $36.4M
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 | 490 | $36.4M | $1.8M | $3.8M |
| 2023 | 415 | $24.4M | $1.5M | $2.9M |
| 2022 | 372 | $17.2M | $2.6M | $1.4M |
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 |
|---|---|---|---|---|
| MUNDOVAL CAPITAL MANAGEMENT, INC. | INVESTMENT/FINANCIAL ADVI | $105,450 | — | $105,450 |
| ADP, INC. | RECORD KEEPER | $62,647 | — | $62,647 |
| MELETIS & MUNSCH | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $168,097
- Estimated Expense Ratio: 0.462% 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 | $168,098 | $105,450 | — | — | — |
| 2023 | $103,358 | $68,553 | — | — | — |
| 2022 | $80,348 | — | — | — | — |