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

> Makino, INC.'s 401(k) plan: 538 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 310352460

- **Sponsor Address:** 7680 INNOVATION WAY, MASON, OH, 450409695

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

- **Total Participants:** 538

- **Total Assets:** $133.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|538|$133.2M|$2.5M|$5.4M|

| 2023|505|$115.7M|$2.3M|$5.0M|

| 2022|476|$100.4M|$1.9M|$4.3M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$193,973|—|$193,973|

| MORGAN STANLEY GLOBAL BANKING OPERA|INVESTMENT ADVISORY|—|$94,563|$94,563|

| TOTAL WEALTH PLANNING LLC|INV ADV, PARTICIPANTS|$8,075|—|$8,075|

| FARTHER FINANCE ADVISORS LLC|INV ADV, PARTICIPANTS|$5,925|—|$5,925|

| ENVESTNET ASSET MANAGEMENT INC|INV ADV, PARTICIPANTS|$5,289|—|$5,289|

| PRICEWATERHOUSECOOPERS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $307,825

- **Estimated Expense Ratio:** 0.231% 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|$213,556|—|$194,267|—|—|

| 2023|$188,537|—|$172,400|—|—|

| 2022|$230,665|—|$225,769|—|—|

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