# Mandel Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mandel-group-inc-401k-plan

> Mandel Group, INC.&#39;s 401(k) plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/vrakas-cpas-advisors) — 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|—|—|

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