Plan Snapshot
- Plan Sponsor: Mdsi
- Sponsor EIN: 581959336
- Sponsor Address: 6225 SHILOH ROAD, ALPHARETTA, GA, 30005
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $13.2M
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 | 161 | $13.2M | $583,703 | $1.0M |
| 2023 | 194 | $10.8M | $535,964 | $1.1M |
| 2022 | 228 | $8.3M | $536,286 | $1.0M |
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 |
|---|---|---|---|---|
| FORUSALL ADVISORS | NONE | $35,412 | — | $35,412 |
| THE VANGUARD GROUP, INC. | NONE | $33,569 | — | $33,569 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,981
- Estimated Expense Ratio: 0.522% 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 | $68,981 | $35,412 | $33,569 | — | — |
| 2023 | $52,685 | $21,338 | $31,347 | — | — |
| 2022 | $43,053 | $17,545 | $25,508 | — | — |