Plan Snapshot
- Plan Sponsor: Mariani Enterprises LLC
- Sponsor EIN: 363309795
- Sponsor Address: 300 ROCKLAND RD, LAKE BLUFF, IL, 60044
- Plan Type: 401(k)
- Total Participants: 3,849
- Total Assets: $71.1M
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. |
|---|---|---|---|---|
| 2024 | 3,849 | $71.1M | $3.3M | $7.3M |
| 2023 | 2,377 | $42.8M | $2.1M | $4.5M |
| 2022 | 2,187 | $27.3M | $1.3M | $2.8M |
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 |
|---|---|---|---|---|
| MOWERY & SCHOENFELD LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOWERY & SCHOENFELD LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $178,926 | $130,448 | $48,478 | — | — |
| 2023 | $88,234 | $62,670 | $25,564 | — | — |
| 2022 | $5,654 | — | $5,654 | — | — |