Plan Snapshot
- Plan Sponsor: Mandli Communications, INC.
- Sponsor EIN: 391480132
- Sponsor Address: 2655 RESEARCH PARK DRIVE, FITCHBURG, WI, 53711
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 97
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2023 | 97 | $4.2M | $127,237 | $319,394 |
| 2022 | 153 | $3.7M | $156,907 | $376,570 |
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 |
|---|---|---|---|---|
| REILLY PENNER & BENTON LLP | Auditor | $21,300 | — | $21,300 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $11,366 | — | $11,366 |
| GLOBAL RETIREMENT PARTNERS | Investment Advisor | $11,200 | — | $11,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REILLY PENNER & BENTON LLP — Auditor
- GLOBAL RETIREMENT PARTNERS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,866
- Estimated Expense Ratio: 1.045% 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 |
|---|---|---|---|---|---|
| 2023 | $49,353 | $49,353 | — | — | — |
| 2022 | $28,485 | — | $28,485 | — | — |