Plan Snapshot
- Plan Sponsor: Manley Bros. Of Indiana, INC.
- Sponsor EIN: 351322741
- Sponsor Address: 300 S VERMILLION STREET, TROY GROVE, IL, 61372
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 28
- Total Assets: $12,247
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 28 | $12,247 | $588,362 | $0 |
| 2023 | 27 | $42,072 | $478,242 | $0 |
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 |
|---|---|---|---|---|
| DIMOND BROS. INSURANCE, LLC | Investment Advisor | $11,585 | — | $11,585 |
| THE BENECON GROUP | Investment Advisor | $10,380 | — | $10,380 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,965
- Estimated Expense Ratio: 179.350% 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 | $631,565 | — | — | — | — |
| 2023 | $494,825 | — | — | — | — |