Plan Snapshot
- Plan Sponsor: Manatt'S INC.
- Sponsor EIN: 421377409
- Sponsor Address: P.O. BOX 535, BROOKLYN, IA, 52211
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 774
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 774 | $4.2M | $11.3M | $2.9M |
| 2023 | 776 | $3.3M | $9.7M | $2.5M |
| 2022 | 780 | $3.5M | $9.7M | $2.5M |
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 |
|---|---|---|---|---|
| UMR INC. | Other Service Provider | $468,929 | $31,672 | $500,601 |
| GALLAGHER BENEFIT SERVICES, INC | Investment Advisor | $103,477 | — | $103,477 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER BENEFIT SERVICES, INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $604,078
- Estimated Expense Ratio: 14.406% 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 | $462,335 | — | $455,750 | — | — |
| 2023 | $449,084 | — | $443,084 | — | — |
| 2022 | $547,290 | — | $547,290 | — | — |