Plan Snapshot
- Plan Sponsor: Malnati Organization, LLC
- Sponsor EIN: 363308841
- Sponsor Address: 900 BUSCH PARKWAY, BUFFALO GROVE, IL, 60089
- Plan Type: 401(k)
- Total Participants: 1,435
- Total Assets: $28.5M
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 | 1,435 | $28.5M | $482,355 | $1.5M |
| 2023 | 1,379 | $27.1M | $916,603 | $1.6M |
| 2022 | 1,152 | $21.5M | $364,287 | $1.4M |
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 |
|---|---|---|---|---|
| CJBS, LLC | 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 | $84,076 | — | $84,076 | — | — |
| 2023 | $67,724 | — | $67,724 | — | — |
| 2022 | $76,391 | — | $76,391 | — | — |