Plan Snapshot
- Plan Sponsor: Mars, Incorporated
- Sponsor EIN: 133766029
- Sponsor Address: PO BOX 705, NEW YORK, NY, 10018
- Plan Type: 401(k)
- Total Participants: 1,340
- Total Assets: $63.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,340 | $63.5M | $3.9M | $6.9M |
| 2023 | 1,059 | $50.7M | $3.6M | $6.6M |
| 2022 | 1,186 | $36.1M | $2.9M | $5.8M |
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 |
|---|---|---|---|---|
| FIONDELLA, MILONE & LASARACINA LLP | Auditor | — | — | $0 |
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 | $116,603 | $40,110 | — | — | — |
| 2023 | $118,679 | $40,000 | — | $4,500 | — |
| 2022 | $110,122 | — | — | — | — |