# Mandex, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mandex-inc-401k-plan

> Mandex, INC.'s 401(k) plan: 124 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/christensen-group-financial-llc) — OTHER SERVICES

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Compass Strategy Solutions, LLC](https://planprovider.pro/companies/compass-strategy-solutions-llc-401k-plan) — 125 participants

- [Spectrum Comm, INC.](https://planprovider.pro/companies/spectrum-comm-inc-401k-plan) — 123 participants

- [Independent Project Analysis, INC.](https://planprovider.pro/companies/independent-project-analysis-inc-401k-plan) — 127 participants

- [Zp Group](https://planprovider.pro/companies/zp-group-401k-plan) — 127 participants

- [Astor & Sanders Corporation](https://planprovider.pro/companies/astor-sanders-corporation-401k-plan) — 121 participants

- [Asi Government, INC.](https://planprovider.pro/companies/asi-government-inc-401k-plan) — 127 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mandex-inc-401k-plan)

© 2026 PlanProvider.Pro