Plan Snapshot
- Plan Sponsor: M&R Printing Equipment, INC.
- Sponsor EIN: 363924258
- Sponsor Address: 440 MEDINAH ROAD, ROSELLE, IL, 60172
- Plan Type: 401(k)
- Total Participants: 324
- Total Assets: $20.5M
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 | 324 | $20.5M | $258,683 | $1.3M |
| 2023 | 362 | $20.1M | $253,332 | $1.4M |
| 2022 | 448 | $18.4M | $316,448 | $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 |
|---|---|---|---|---|
| RSM US LLP | ACCOUNTANT | $65,750 | — | $65,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,750
- Estimated Expense Ratio: 0.321% 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 | $73,658 | — | — | — | — |
| 2023 | $5,316 | — | — | — | — |
| 2022 | $3,500 | — | — | — | — |