# Manning & Napier Advisors, LLC 401(k) Plan
Source: https://planprovider.pro/companies/manning-napier-advisors-llc-401k-plan

> Manning & Napier Advisors, LLC's 401(k) plan: 313 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Manning & Napier Advisors, LLC

- **Sponsor EIN:** 453240790

- **Sponsor Address:** 290 WOODCLIFF DRIVE, FAIRPORT, NY, 14450

- **Plan Type:** 401(k)

- **Total Participants:** 313

- **Total Assets:** $151.6M

## 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|313|$151.6M|$2.3M|$5.1M|

| 2023|271|$129.9M|$1.4M|$4.1M|

| 2022|267|$119.3M|$1.4M|$4.1M|

## 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|

| EMPOWER LIFE & ANNUITY INSURANCE CO|RECORDKEEPER|$76,714|—|$76,714|

| BONADIO & CO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BONADIO & CO LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $76,714

- **Estimated Expense Ratio:** 0.051% 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|$12,270|—|—|—|—|

| 2023|$12,509|—|—|—|—|

| 2022|$9,076|—|$9,076|—|—|

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