Plan Snapshot
- Plan Sponsor: Mail Services, LLC
- Sponsor EIN: 208732530
- Sponsor Address: 4100 121ST STREET, URBANDALE, IA, 50322
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $8.2M
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 | 213 | $8.2M | $173,099 | $455,953 |
| 2023 | 236 | $7.0M | $175,806 | $482,784 |
| 2022 | 236 | $5.6M | $159,233 | $419,519 |
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 |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | Investment Advisor | $30,623 | — | $30,623 |
| EMPOWER ANNUITY INSURANCE CO. OF AM | Recordkeeper | $17,267 | — | $17,267 |
| THE FINWAY GROUP LLC | Other Service Provider | $8,856 | — | $8,856 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,746
- Estimated Expense Ratio: 0.691% 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 | $57,509 | — | $8,856 | — | — |
| 2023 | $45,979 | $24,787 | $6,998 | — | — |
| 2022 | $44,839 | $44,839 | — | — | — |