Plan Snapshot
- Plan Sponsor: Mainline Investment Partners, LLC
- Sponsor EIN: 452845118
- Sponsor Address: 308 E. LANCASTER AVE., WYNNEWOOD, PA, 19096
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $20.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 111 | $20.5M | $335,122 | $731,971 |
| 2023 | 110 | $17.4M | $343,210 | $853,955 |
| 2022 | 118 | $14.0M | $354,262 | $850,619 |
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 |
|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | Recordkeeper | $18,752 | — | $18,752 |
| THE VANGUARD GROUP, INC. | Recordkeeper | $12,355 | — | $12,355 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,107
- Estimated Expense Ratio: 0.152% 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 | $37,405 | — | $37,405 | — | — |
| 2023 | $18,754 | — | $18,754 | — | — |
| 2022 | $11,938 | — | $11,938 | — | — |