Plan Snapshot
- Plan Sponsor: Mbl (Usa) Corporation
- Sponsor EIN: 362784809
- Sponsor Address: 601 EAST DAYTON RD, OTTAWA, IL, 613509535
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $23.2M
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 | 186 | $23.2M | $509,463 | $994,354 |
| 2023 | 196 | $20.3M | $443,675 | $935,991 |
| 2022 | 223 | $17.6M | $502,535 | $951,156 |
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 |
|---|---|---|---|---|
| PROSPERA FINANCIAL SERVICES | INVESTMENT ADVISORY | $31,685 | $10 | $31,695 |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $29,123 | — | $29,123 |
| CLIFTONLARSONALLENLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLENLLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,818
- Estimated Expense Ratio: 0.262% 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 | $59,614 | $31,690 | $27,924 | — | — |
| 2023 | $53,565 | $27,191 | $26,374 | — | — |
| 2022 | $50,154 | $27,366 | $22,788 | — | — |