# Mainline Investment Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/mainline-investment-partners-llc-401k-plan

> Mainline Investment Partners, LLC's 401(k) plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CITRIN COOPERMAN & COMPANY LLP|Auditor|—|—|$0|

## 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|$37,405|—|$37,405|—|—|

| 2023|$18,754|—|$18,754|—|—|

| 2022|$11,938|—|$11,938|—|—|

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