Plan Snapshot
- Plan Sponsor: Mi Windows And Doors, LLC
- Sponsor EIN: 951901059
- Sponsor Address: 2550 INTERSTATE DRIVE, HARRISBURG, PA, 17110
- Plan Type: 401(k)
- Total Participants: 5,362
- Total Assets: $303.8M
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 | 5,362 | $303.8M | $12.2M | $25.4M |
| 2023 | 5,071 | $255.3M | $11.7M | $23.7M |
| 2022 | 5,838 | $208.5M | $12.0M | $23.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $326,553 | — | $326,553 |
| VALLEY FORGE INVESTMENT CONSULTANTS | NONE | $125,000 | — | $125,000 |
| EMPOWER ADVISORY GROUP, LLC | NONE | $60,598 | — | $60,598 |
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $512,151
- Estimated Expense Ratio: 0.169% 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 | $893,905 | $185,598 | — | — | — |
| 2023 | $646,622 | $43,305 | — | — | — |
| 2022 | $422,758 | $125,885 | $296,273 | — | $600 |