Plan Snapshot
- Plan Sponsor: Meetings & Incentives Worldwide, INC.
- Sponsor EIN: 391088787
- Sponsor Address: 10520 SEVEN MILE ROAD P.O. BOX 65, CALEDONIA, WI, 531080065
- Plan Type: 401(k)
- Total Participants: 296
- Total Assets: $20.8M
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 | 296 | $20.8M | $381,375 | $1.8M |
| 2023 | 274 | $17.2M | $431,222 | $1.6M |
| 2022 | 264 | $13.4M | $217,812 | $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 |
|---|---|---|---|---|
| GORDON J. MAIER & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GORDON J. MAIER & COMPANY, LLP — 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 | $119,722 | $64,794 | $9,398 | — | — |
| 2023 | $113,065 | $56,011 | $7,543 | — | — |
| 2022 | $105,444 | $54,419 | $51,025 | — | — |