Plan Snapshot
- Plan Sponsor: Mandex, INC.
- Sponsor EIN: 952902232
- Sponsor Address: 12500 FAIR LAKES CIR STE 125, FAIRFAX, VA, 220333863
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $18.6M
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 | 124 | $18.6M | $478,587 | $689,607 |
| 2023 | 125 | $17.3M | $605,019 | $845,913 |
| 2022 | 169 | $15.6M | $651,755 | $901,187 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $61,505 | — | $61,505 |
| KESTRA INVESTMENT SERVICES LLC | OTHER SERVICES | — | $28,248 | $28,248 |
| CALIBRE CPA GROUP PLLC | ACCOUNTANT | — | $6,511 | $6,511 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA INVESTMENT SERVICES LLC — OTHER SERVICES
- CALIBRE CPA GROUP PLLC — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,264
- Estimated Expense Ratio: 0.519% 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 | $61,505 | — | $61,505 | — | — |
| 2023 | $58,232 | — | $58,232 | — | — |
| 2022 | $51,401 | — | $51,401 | — | — |