# Madix, INC. 401(k) Plan
Source: https://planprovider.pro/companies/madix-inc-401k-plan

> Madix, INC.'s 401(k) plan: 2,389 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Madix, INC.

- **Sponsor EIN:** 751094810

- **Sponsor Address:** P.O. BOX 729, TERRELL, TX, 75160

- **Plan Type:** 401(k)

- **Total Participants:** 2,389

- **Total Assets:** $72.9M

## 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|2,389|$72.9M|$2.1M|$3.8M|

| 2023|1,660|$67.9M|$2.0M|$3.7M|

| 2022|1,687|$60.6M|$1.8M|$3.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$95,343|—|$95,343|

| WELLS FARGO CLEARING SERVICES LLC|ADVISOR|$46,839|—|$46,839|

| MORGAN STANLEY SMITH BARNEY LLC|INVESTMENT ADVISOR|$46,624|—|$46,624|

| STRATEGIC ADVISORS, INC.|ADVISOR|$25,830|—|$25,830|

| JAMISONMONEYEFARMER PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $214,636

- **Estimated Expense Ratio:** 0.294% 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|$214,636|—|—|—|—|

| 2023|$188,405|—|—|—|—|

| 2022|$197,593|$21,121|—|—|—|

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