Plan Snapshot
- Plan Sponsor: Mancini Sleep World, INC.
- Sponsor EIN: 942897795
- Sponsor Address: 599 HAWTHORNE PLACE, LIVERMORE, CA, 94550
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 142
- Total Assets: $9.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 142 | $9.9M | $0 | $990,906 |
| 2023 | 99 | $10.2M | $0 | $875,282 |
| 2022 | 134 | $9.8M | $0 | $796,921 |
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 |
|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | Investment Advisor | $23,771 | — | $23,771 |
| ADP, INC. | Recordkeeper | $6,897 | — | $6,897 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES — Investment Advisor
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,668
- Estimated Expense Ratio: 0.309% 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 | $30,668 | $23,771 | — | — | — |
| 2023 | $30,058 | $23,515 | — | — | — |
| 2022 | $34,182 | — | — | — | — |