Plan Snapshot
- Plan Sponsor: Mhky Management Services, LLC
- Sponsor EIN: 991685481
- Sponsor Address: 3761 JOHNSON HALL DRIVE, MASONIC HOME, KY, 40041
- Plan Type: DC
- Total Participants: 476
- Total Assets: $11.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 476 | $11.5M | $399,812 | $824,598 |
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 |
|---|---|---|---|---|
| STOCK YARDS BANK & TRUST | Investment Advisor | $21,394 | — | $21,394 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $9,744 | — | $9,744 |
| AMERIPRISE FINANCIAL SERVICES LLC | Investment Advisor | — | $7,738 | $7,738 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,876
- Estimated Expense Ratio: 0.338% 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 | $31,515 | $21,771 | — | — | — |