Plan Snapshot
- Plan Sponsor: Mdc Interior Solutions, LLC
- Sponsor EIN: 362064863
- Sponsor Address: 400 HIGH GROVE BLVD, GLENDALE HEIGHTS, IL, 60139
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $33.5M
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 | 248 | $33.5M | $257,456 | $1.8M |
| 2023 | 159 | $27.9M | $251,554 | $1.6M |
| 2022 | 170 | $22.0M | $227,038 | $1.4M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING LLC | Investment Advisor | $34,863 | — | $34,863 |
| MESIROW FINANCIAL INC | Investment Advisor | $9,701 | — | $9,701 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $8,472 | — | $8,472 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $6,748 | — | $6,748 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING LLC — Investment Advisor
- MESIROW FINANCIAL INC — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,784
- Estimated Expense Ratio: 0.179% 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 | $59,784 | $51,312 | — | — | — |
| 2023 | $12,788 | $38,585 | — | — | — |
| 2022 | $28,163 | $7,327 | — | — | — |