Plan Snapshot
- Plan Sponsor: M1 Holdings INC.
- Sponsor EIN: 814460183
- Sponsor Address: 200 N LASALLE DR STE 810, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $10.7M
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 | 108 | $10.7M | $855,747 | $2.2M |
| 2023 | 237 | $8.9M | $1.3M | $2.8M |
| 2022 | 257 | $4.0M | $1.2M | $2.3M |
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 |
|---|---|---|---|---|
| WARADY AND DAVIS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARADY AND DAVIS — 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 | $46,885 | $28,212 | — | — | — |
| 2023 | $20,184 | $3,255 | — | — | — |
| 2022 | $729 | — | $729 | — | — |