Plan Snapshot
- Plan Sponsor: Mannatech Incorporated
- Sponsor EIN: 752508900
- Sponsor Address: 1410 LAKESIDE PARKWAY STE 200, FLOWER MOUND, TX, 750284026
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $19.8M
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 | 78 | $19.8M | $201,145 | $714,700 |
| 2023 | 93 | $18.2M | $255,562 | $882,178 |
| 2022 | 105 | $15.8M | $276,001 | $983,565 |
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 | $121,065 | — | $121,065 |
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISORY | — | $63,562 | $63,562 |
| KNAV CPA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — INVESTMENT ADVISORY
- KNAV CPA LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $184,627
- Estimated Expense Ratio: 0.931% 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 | $121,065 | — | $121,065 | — | — |
| 2023 | $106,148 | — | $106,148 | — | — |
| 2022 | $102,188 | — | $102,188 | — | — |