Plan Snapshot
- Plan Sponsor: Miceli Dairy Products Company
- Sponsor EIN: 340843026
- Sponsor Address: 2721 EAST 90TH STREET, CLEVELAND, OH, 44104
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $16.0M
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 | 176 | $16.0M | $325,347 | $739,710 |
| 2023 | 169 | $13.6M | $441,173 | $676,324 |
| 2022 | 190 | $10.8M | $336,481 | $568,394 |
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 |
|---|---|---|---|---|
| CIUNI & PANICHI, INC. | Auditor | — | — | $0 |
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 | $53,243 | — | $53,243 | — | — |
| 2023 | $47,267 | — | $47,267 | — | — |
| 2022 | $44,718 | — | $44,718 | — | — |