Plan Snapshot
- Plan Sponsor: Ed Mitchell, INC.
- Sponsor EIN: 060734060
- Sponsor Address: 670 POST RD. EAST, WESTPORT, CT, 06880
- Plan Type: 401(k)
- Total Participants: 358
- Total Assets: $77.0M
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 | 358 | $77.0M | $616,344 | $3.4M |
| 2023 | 387 | $68.1M | $491,222 | $3.2M |
| 2022 | 339 | $58.8M | $580,009 | $3.1M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $209,929 | $85,720 | — | — | — |
| 2023 | $202,702 | $96,439 | — | — | — |
| 2022 | $201,256 | $98,591 | — | — | — |