Plan Ledger DOL Form 5500 · updated monthly

Mulberry Street Management Services401(k)

MULBERRY STREET MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN · MORGANTOWN, WV · plan year 2023

Reported admin expense ratio · 2023
1.11%

Mulberry Street Management Services reported $10,612 in plan administrative expenses for 2023: 1.11% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 1.39% to 1.11%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in West Virginia (252nd of 265), and 3,057th of 3,341 in other services.

Plan summary
Net assets, end of year$1,072,990
Participants with balances99
Active participants1,398
Employer contributions—
Employee contributions$130,095
Employer contribution per active participant—
Average account balance$10,838
Benefits paid to participants$26,475
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$1.1M · 99 accts
2022$832K · 102 accts · $136K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$10,612
Total administrative$10,612
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
EQUITABLE LIFE INSURANCE · Recordkeeping · Trustee (directed)$10,612

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$10,612 · 1.11%
2022$12,392 · 1.39%
Same employer
Similar plansOther Services · West Virginia
Onyx Energy, LLC WV$3.1M · 0.66%
Bme Fire Trucks, LLC ID$1.1M · 1.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 010588237 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.