Plan Snapshot
- Plan Sponsor: Mandel Group, INC.
- Sponsor EIN: 391710347
- Sponsor Address: 330 EAST KILBOURN AVENUE, MILWAUKEE, WI, 53202
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $15.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 125 | $15.5M | $215,664 | $688,442 |
| 2023 | 124 | $12.9M | $211,467 | $700,909 |
| 2022 | 138 | $10.4M | $232,946 | $691,778 |
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 |
|---|---|---|---|---|
| VRAKAS SC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS SC — Auditor
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 | $22,654 | $1,404 | $20,750 | — | — |
| 2023 | $13,593 | — | $13,593 | — | — |
| 2022 | $8,134 | — | $8,134 | — | — |